Josh Cromer, CFP®

Josh 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 10 years of experience in the financial services industry, Josh offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Josh served as a wealth planner at a national investment advisory firm, where he was involved in financial plan creation and execution, investment management and investment research.

Josh received his Bachelor of Science degree from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Josh enjoys playing golf, reading, traveling and spending time with his wife, Betsy, and their four children.