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Holly Villasi, CFP®

Wealth Manager, Partner

As a Partner and Private Wealth Manager, Holly works closely with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including risk management, investments, tax planning, retirement, estate planning and employee benefits.
Holly brings to her role more than fifteen years of experience in the financial services industry. Before turning her focus onto wealth management, she gained valuable experience serving as a compliance manager for a network of more than sixty advisors across the nation. Prior to joining Creative Planning, Holly served as a financial advisor within a local independent financial planning firm.

A proud Kansas City native, Holly earned her Bachelor of Music degree from the University of Missouri-Kansas City, where she graduated with distinction. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Holly enjoys playing an active role in the community and was honored to be included in Ingram’s Magazine’s 40 Under Forty: The Class of 2021. She and her husband, Paul, are both avid cyclists and share their love of the great outdoors with their sons, Louis and Lawrence.

Articles by Holly Villasi, CFP®

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