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Don Stringfield, MBA, CFP®

Wealth Manager

Don serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan, addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Don brings to his clients more than 21 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Wealth Advisor. He entered the financial services industry after retiring from industry where he spent 30 years in the Engineering field. Don’s ability to solve problems, professionally interact with others, and utilize his in-depth knowledge of comprehensive wealth management continues to serve his clients well.

Don earned a Bachelor of Science degree in Business Administration from the University of Louisville where he graduated with high honors. Don earned a Masters of Business Administration/Finance from the Stetson School of Business at Mercer University, also graduating with high honors. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Don and Rosemary, his wife of 52 years, have one daughter, Melissa. In his spare time, Don enjoys long-distance motorcycling and has traveled throughout the lower 48 states and two Canadian Provinces.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021