Jeff Hottinger, CFP®
Wealth Manager
Jeff 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, Jeff has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for a retirement plan services firm as a senior financial advisor and planner.
Jeff earned a Bachelor of Business Administration degree in finance from the University of Wisconsin-Whitewater, where he graduated with high honors. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Jeff and his wife, Samantha, spend their spare time in their garden, out camping or sitting down with a good book.
Articles by Jeff Hottinger, CFP®
*See all Creative Planning disclosures and sources.
