Joe Rost
Wealth Manager
Joe 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, Joe offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Joe worked as a financial planner at a local independent investment advisory firm, where he advised high-net-worth families and individuals.
Joe received his Bachelor of Science degree in business administration with a concentration in finance and corporate accounting from Rockhurst University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Outside the office, Joe enjoys golfing, spending time with friends and keeping up with his favorite sports teams.
Articles by Joe Rost
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