JP Dowds, CFP®, CPA
Wealth Manager
JP serves as a Private 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 15 years of experience in the financial services industry, JP has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, JP was a senior wealth advisor at an independent investment advisory firm.
JP earned a Bachelor of Science degree from Boston University and a Master of Taxation degree from Villanova University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant.
JP and his wife, Aivy, live in Huntingdon Valley, Pennsylvania, with their two children: Lucas and Zoe. When not coaching youth sports, you can find JP struggling to learn to play guitar.
Articles by JP Dowds, CFP®, CPA
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