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.
Jesse and his wife, Emily, have four daughters – Ainsley, Avery, Evelyn, and Savannah. In his spare time, Jesse enjoys spending time with his family, volunteering locally, playing sports, fitness, and recreational flying.
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