Greg Revak, CFP®

Greg 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.

With more than a decade of experience in the financial services industry, Greg offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Greg was a Director and Wealth Advisor at an Ohio-based independent investment advisory firm.

Greg earned a Bachelor of Business Administration degree in financial planning and services, with a minor in economics, from The University of Akron. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Greg enjoys his family, ice hockey and great food. In his spare time, he coaches his local high school’s ice hockey program.