John Haley, AIF®
Wealth Manager, Partner
John serves as a Partner and 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.
With more than three decades of experience in the financial services industry, John has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he co-founded and grew an independent investment advisory firm as a senior wealth planner.
John earned a Bachelor of Science degree in economics from the University of Utah. He is also an Accredited Investment Fiduciary<sup>®</sup> professional, as designated by the Center for Fiduciary Studies.
John and his wife, Nataliya, have five children: Helen, Kelly, Joe, Atlas and Maia. In his spare time, John enjoys skiing, mountain biking and spending time with his family.
Articles by John Haley, AIF®
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