
Jenifer Pratt, MBA, CPA/PFS, CFP®
Wealth Manager, Partner
Jenifer serves as a Private Wealth Manager, working closely 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 two decades of experience in the financial services industry, Jenifer offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she served as a Senior Wealth Advisor for an independent investment advisory firm. Before that, she served as a Tax and Wealth Manager for a large accounting firm.
Jenifer earned a Bachelor of Science degree from the University of Nevada, Reno, and a Master of Business Administration degree from the University of Phoenix. She is also a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Jenifer has two college-aged children and enjoys sporting events, live music, jazz venues and extensive travel (both domestically and abroad)
Articles by Jenifer Pratt, MBA, CPA/PFS, CFP®
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