Wealth Manager, Partner
Jerrod serves as a Partner and Wealth Manager on Creative Planning’s ultra-affluent team, working with some of the highest net worth families in the firm. His team includes Creative Planning’s CPAs, estate planning attorneys, tax attorneys, money managers and the Chief Investment Officer.
Jerrod works closely with his clients to develop personalized wealth management plans addressing all aspects of their financial lives, including investments, retirement planning, estate planning, education planning, and risk management. After preparing comprehensive wealth management plans for his clients, Jerrod assists his clients in implementing their plans and continues to work with them to update their plans as their financial situations change.
Jerrod brings over a decade of experience in the public accounting and financial services industries. Prior to becoming a Wealth Manager, he was a Tax Director for Creative Planning’s tax firm, doing advanced tax planning for Creative Planning clients as well as filing hundreds of tax returns. Prior to joining Creative Planning, Jerrod was a Tax Manager for another large Registered Investment Advisor firm.
Jerrod graduated from the University of Kansas with bachelor’s and master’s degrees in accounting. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards, as well as a Certified Public Accountant.
Jerrod and his wife, Carilyn, have one son, Everett, and two daughters, Aria Jane and Isla Jo, along with two adopted rescue dogs, Peyton and Theo. In his spare time, Jerrod enjoys spending time with his family, riding his bike, trips to parks and the zoo, watching Kansas basketball (and hopefully soon, football), and enjoying the Kansas outdoors.
Articles by Jerrod Pearce
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