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Joshi Koneru

Wealth Manager

Joshi serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. His comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning.

Prior to joining Creative Planning, Joshi worked for one of the nation’s largest financial services companies as a Vice President, Financial Consultant. The majority of his career has been spent working with individual clients, assisting them with their financial needs. During his tenure at his prior employer, Joshi was elected as a member of the company’s North Central Leadership Development Program as well as the company’s National Leadership Development Program. Joshi was also awarded The President Circle Award in 2009 and 2014 for outstanding performance.

Joshi received his Bachelor of Business Administration degree from Loyola University of Chicago and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Joshi and his wife Sruthi, have two children – Harrison and Marshall. In his spare time, he enjoys walking his dog, biking, golfing and spending time with family and friends.

*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