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Jeff Porter, CFA®, CFP®

Wealth Manager, Partner
Jeff is a Partner and 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. Jeff’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Jeff also serves as an institutional investment advisor and in this role works with institutions and nonprofit organizations. His areas of expertise include endowment- and reserves-related best practices, development of Investment Policy Statements and Spending Policies and fiduciary training. Jeff brings more than 17 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Jeff was the Chief Investment Officer (CIO) and a wealth manager at an independent investment firm where he served high net worth individuals and families and institutions. Jeff earned a Bachelor of Business Administration degree in Finance from the University of Virginia. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Chartered Financial Analyst (CFA®) charterholder as designated by the CFA Institute. Jeff lives in Arlington, VA with his wife and two children. He loves coaching his son’s and daughter’s basketball teams and reading a good book (about investing, of course) at the beach.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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