Gary Alt, CFP®, AIF®
Managing Director, Partner
Gary 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 two decades of experience in the financial services industry, Gary co-founded an independent investment advisory firm prior to joining Creative Planning. Prior to working in financial services, Gary spent 20 years in the technology industry.
Gary earned a Bachelor of Science degree in finance from the University of Wisconsin-Milwaukee. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Gary and his wife, Lorie, enjoy traveling, serving in their community and church, and spending time with their family.
Articles by Gary Alt, CFP®, AIF®
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