Wealth Manager, Partner
As a Wealth Manager, Justin works directly with clients to construct a strategy focused on their personalized goals and financial needs. Justin's comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance and charitable planning. Justin will work with you to implement a strategy tailored to your unique needs and help you achieve your goals.
Prior to joining Creative Planning, Justin worked as a wealth manager with a large national Registered Investment Advisor where he focused on developing holistic financial plans for high-net-worth families and individuals. He assisted his clients in coordination of investment management with tax, retirement, education funding and estate planning. While at his prior employer, Justin was recognized as a mentor to new professionals and served on several internal committees.
Justin earned his Bachelor of Science degree in Personal Financial Planning, Management Services from the University of Missouri. While at Missouri, he was a member of the wrestling team and was named to the Big 12 Commissioner’s Honor Roll. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
In his free time, Justin enjoys going to professional sports games, spending time with his family, outdoor activities, grilling and coaching high school wrestling.
Articles by Justin Cole
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