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Kathleen Davis, MBA, CFP®

Wealth Manager
Kathleen serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to help meet their most complex goals and financial needs. Her in-depth approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance, college planning and charitable giving. Prior to joining Creative Planning, Kathleen worked for a large nationwide planning firm serving high net worth clients. She has developed an in-depth knowledge and passion for serving individuals with their comprehensive wealth management needs. Kathleen received her Bachelor of Accounting degree from University of Maryland University College and completed graduate school at San Diego State University, earning an MBA. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Kathleen is a native San Diegan and enjoys staying active with her daughter Kristin by spending her free time doing yoga, hiking, walking her dogs, snowboarding and traveling.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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