Jesse Reed, CFP®, BFA™

Jesse 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.

Prior to joining Creative Planning, he worked as a Wealth Manager at two different national investment advisory firms. Jesse has also previously served as an airline pilot for a major U.S. legacy airline, flying internationally for the better part of a decade. In addition, Jesse served as an F/A-18 fighter pilot in the U.S. Navy, was a graduate and instructor of the prestigious Navy Fighter Weapons School (more affectionately known as TOPGUN), and retired from the military as a Commander in 2022.

Jesse earned a Bachelor of Science degree from the United States Naval Academy. He is also a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planning Board of Standards, and is a Behavioral Financial AdvisorTM as designated by Kaplan Financial Education.

In his spare time, Jesse enjoys spending time with his two daughters, volunteering locally, playing sports, fitness, and recreational flying.