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Jon Abdo, CFP®

Wealth Manager

Jon 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.
Jon has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with truly comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent broker-dealer as a financial advisor.

Jon earned a Bachelor of Business Administration degree in finance from the University of Iowa. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Jon and his wife, Hayley, enjoy traveling, listening to podcasts and cheering on their favorite soccer teams.

Articles by Jon Abdo, CFP®

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