Home > Gene Gard, CFA®, CFP®, CFT-I™

Gene Gard, CFA®, CFP®, CFT-I™

Wealth Manager, Partner

Gene serves as a 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.
With more than 14 years of experience in the financial services industry, Gene worked as a hedge fund trader, a mutual fund portfolio manager and the Chief Investment Officer of a planning and investment firm prior to joining Creative Planning. Prior to joining the financial services industry, Gene was a nuclear-trained submarine officer and speechwriter in the U.S. Navy.

Gene earned a Bachelor of Science degree in electrical engineering from the U.S. Naval Academy, where he graduated with merit. He received a Master of Engineering Management degree from Old Dominion University and a Master of Business Administration degree from the Wharton School at the University of Pennsylvania. Gene is a CFA® charterholder, as awarded by the CFA Institute, and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Gene is President of the CFA Society of Memphis and enjoys hiking, traveling and spending time with his family.

Articles by Gene Gard, CFA®, CFP®, CFT-I™

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