Jake Gadwood, CFP®
Financial Planner
Jake 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, Jake has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked as an account manager for a national financial advisory firm.
Jake earned his Bachelor of Science degree from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Outside of his professional endeavors, Jake and his wife, Laura, enjoy traveling, spending time at the Lake of the Ozarks, and enjoying quality time with friends and family.
Articles by Jake Gadwood, CFP®
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