Jeanne St John, AWMA®
Wealth Manager
Jeanne serves as a Private Wealth Manager, working directly with her 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 three decades of experience in the financial services industry, Jeanne offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Jeanne served as a Senior Wealth Management Advisor at an independent investment advisory firm in Honolulu, where she provided comprehensive financial planning services.
Jeanne is an Accredited Wealth Management Advisor℠ professional, as certified by the College for Financial Planning<sup>®</sup>.
When not at the office, Jeanne enjoys spending time with her family, traveling and going to the beach. She also loves volunteering at New Hope Leeward Church.
Articles by Jeanne St John, AWMA®
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