Wealth Manager, Partner
Jonathan 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 more than 25 years in the financial services industry, Jonathan offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he founded an independent financial advisory firm, which he led for more than 20 years.
Jonathan received a Bachelor of Arts degree from Hope College in Holland, Michigan. He received his Master of Arts degree in international business from Indiana University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Jonathan and his wife, Jennifer, have two grown children, Sophie and Sam. In his spare time, Jonathan enjoys traveling off the beaten track, hiking in nature and playing golf.
Articles by Jonathan Liang
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