Jim Meussner CFP®

Jim 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.

Having spent his entire career in the financial services industry, Jim has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for one of the nation’s largest wealth management firms as a Vice President Financial Consultant.

Jim earned a Bachelor of Science degree in business administration, with an emphasis in finance, from the University of Southern California. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards

Jim and his wife, Katherine, love to travel abroad and play pickleball. In his spare time, Jim enjoys staying active, watching USC football and spending time with his family.