Joe Galunas, CFP®, CFA®
Wealth Manager, Partner
Joe serves as a 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.
With nearly two decades of experience in the financial services industry, Joe offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Joe worked in the private client group of a large registered investment advisor, where he supported high-net-worth families with portfolio construction, asset allocation, financial planning and philanthropic goals.
Joe received his Bachelor of Business Administration degree in finance from the University of Georgia. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and holds the Chartered Financial Analyst® designation, as awarded by the CFA Institute.
Joe and his wife, Ashley, love spending time with their two children, Garrett and Grady Leigh. In his free time, Joe loves spending time at the beach, cooking, hosting friends, completing DIY home projects and cheering on the Bulldogs.
Articles by Joe Galunas, CFP®, CFA®
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