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Ernie Talarico

Managing Director, Partner

Ernie serves as a Managing Director, 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.
With more than 25 years of experience in the financial services industry, Ernie has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Ernie worked for a large independent investment advisory firm as a senior managing director.

Ernie earned a Bachelor of Science degree from the University of Iowa. He is also an Accredited Investment Fiduciary® professional, as designated by the Center for Fiduciary Studies.

Ernie and his wife, Kelli, have two children: EJ and Eva. Ernie is involved in several charitable organizations and enjoys following his children’s sports, traveling and golfing.

Articles by Ernie Talarico

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