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Josh Cromer

Wealth Manager

Josh serves as a Wealth Manager, working directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs.

Prior to joining Creative Planning, Josh was a Financial Advisor with one of the largest financial institutions in the country, where he was responsible for clients’ retirement needs in large non-profit and government employer groups located in the Washington D.C. metro area.

Josh graduated from Kansas State University with his Bachelor of Science degree and has earned his CERTIFIED FINANCIAL PLANNER™ designation.

Josh and his wife, Betsy, reside in the Kansas City area and have three children. In his free time, Josh enjoys spending time with his family, reading and golfing.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021