Home > Jill Pivato, CFP®, ChFC®, CDFA®

Jill Pivato, CFP®, ChFC®, CDFA®

Wealth Manager

Jill serves as a Wealth Manager, working directly 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 nearly two decades of experience in the financial services industry, Jill offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Jill worked for an independent wealth management firm as a financial advisor.

Jill earned a Bachelor of Arts degree in marketing from Bowling Green State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Jill is a Certified Divorce Financial Analyst®, as designated by the Institute for Divorce Financial Analysts and a Chartered Financial consultant®, as designated by the American College of Financial Services. Jill is also registered in the state of Georgia in General Civil Mediation and Domestic Relations Mediation.

Jill enjoys gardening, reading and spending time with her loved ones.

Articles by Jill Pivato, CFP®, ChFC®, CDFA®

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