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Eric Jones, CFP®

Wealth Manager, Partner
Eric serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and financial needs. He practices in the areas of retirement planning, investment management, tax planning, risk management, charitable giving and estate planning. Eric's approach focuses on gaining a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Prior to joining Creative Planning, Eric worked for nearly 12 years as a financial planner at a comprehensive financial planning firm where he served high net worth individuals. Eric developed a deep understanding of his clients' financial situations and worked closely with them to help achieve their goals. Eric earned his Bachelor of Science degree in Finance from the University of Central Missouri. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Eric enjoys watching the Royals, playing golf, working around the house, and spending time with his three children.

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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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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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