Jeff Kowal, ChFC®

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 more than four decades of experience in the financial services industry, Jeff offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he founded and served as a senior financial advisor for a fiduciary wealth management firm serving high-net-worth clients across the nation.

Jeff is a Chartered Life Underwriter®, as designated by The American College of Financial Services; a Chartered Financial Consultant®, as designated by The American College of Financial Services; and an Accredited Estate Planner®, as designated by the National Association of Estate Planners & Councils.

Jeff and his wife, Jane, enjoy traveling, entertaining and — most of all — spending time with their children and grandchildren.