Harley Shulevitz, CFA®, CFP®

Harley 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 nearly a decade of experience in the financial services industry, Harley has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Harley was a family advisor at an independent investment advisory firm, where he primarily served ultra-high-net-worth clients.

Harley earned his Bachelor of Science degree, with a major in financial planning, from Purdue University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and holds the Chartered Financial Analyst® designation, as awarded by the CFA Institute.

Outside of work, Harley enjoys taking his Alaskan Klee Kai for hikes and rooting for the Boilermakers.