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James Mantosh, CFP®, CFA, MBA

Wealth Manager
James 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 over ten years of experience in the financial services industry, James has gained deep insight and extensive experience working with clients and facilitating their success. Prior to joining Creative Planning, James worked as a Financial Planner for a regional fiduciary firm in the Midwest. While there, James was charged with developing comprehensive financial planning strategies for complex and high net worth clients. In addition, he also served on the investment committee where he provided analytical support and recommendations for the firm’s investment strategy. James earned both his Bachelor of Science degree in Business Administration, Finance and Accounting and his Master of Business Administration degree from Drake University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and Chartered Financial Analyst® charterholder as designated by the CFA Institute.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Combined assets under management & advisement as of December 31, 2021