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Kenny Gatliff, CFA®

Wealth Manager
Kenny serves as a Private Wealth Manager, working directly with clients to develop and maintain a comprehensive financial plan designed to meet their specific goals and needs. This planning entails integrating many disciplines, including retirement planning, investment management, tax planning, and estate planning among others. Kenny brings to his clients more than 15 years of experience in the financial services industry. Prior to joining Creative Planning, he has worked for independent investment advisory firms as both a Portfolio Manager and Financial Adviser. Kenny has spent his career obtaining knowledge in all areas of financial planning while focusing on utilizing this knowledge to educate clients to provide confidence in their financial lives. Kenny earned a Bachelor of Science degree in Finance from Miami University and has continued his education while earning his Chartered Financial Analyst® charterholder as designated by the CFA Institute. Kenny and his wife Dannie have two children - Lizzy and Jordy. In his spare time, Kenny enjoys playing and watching sports, and outdoor adventures with his family.

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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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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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