Become A Client
Request a Meeting
Sorry, no posts matched your criteria.

Justin Wren, CFP®

Financial Planner
Justin serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Justin addresses all aspects of a healthy financial life including retirement planning, investment management, tax planning, estate planning, business planning, risk management, and charitable planning. Justin’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals. Justin brings more than 12 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Justin was a Financial Planner at an independent investment firm where he served high net worth individuals and families. Justin was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research. Justin earned a Bachelor of Administration degree from North Dakota State University. Justin is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. In his spare time, Justin enjoys road cycling, mountain biking, paddleboarding, and hiking with his wife, Emily, and spending time with their family and friends.

*See all Creative Planning disclosures and sources.

Sorry, no posts matched your criteria.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Get Your FREE Wealth Path Analysis!

Act Now - your exclusive offer to receive a customized roadmap for building your wealth ends Monday at midnight.

Serving Clients Nationwide

U

Please Enter Valid Zip Code

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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