Joshua Tarr, CFP®
Wealth Manager, Partner
Joshua 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 nearly a decade of experience in the financial services industry, Joshua offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Joshua worked for an independent investment advisory firm as a wealth advisor.
Joshua received his Bachelor of Science degree in business administration from Lindenwood University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Joshua and his wife, Jacqueline, enjoy traveling, spending time with their family and watching sporting events together.
Articles by Joshua Tarr, CFP®
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