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Kerby Woo, CFP®

Wealth Manager, Partner
Kerby serves as a Partner and Wealth Manager, working closely with clients to develop long term relationships built on trust and strategic achievement of their life goals. His areas of expertise include investment management, financial and retirement planning, tax planning, risk management, and estate planning. He serves on Creative Planning’s investment committee. Kerby brings over 20 years of passionate financial services experience to Creative Planning. Prior to Creative, Kerby was the lead Wealth Manager for a large national financial services firm in the Northern California region, responsible for the relationship management and holistic planning for high net worth households. He also served as the compliance Person in Charge for the Northern California office and was selected by management to serve as the NorCal/Pacific Northwest liaison, responsible for communicating field feedback to the firm’s Wealth Management’s senior management. Kerby has earned the CERTIFIED FINANCIAL PLANNER™ designation. He earned his Bachelor’s Degree in economics from the University of California – Los Angeles. In his spare time, Kerby volunteers with the Financial Planning Association and the Silicon Valley Chapter of Junior Achievement. He serves on the board of Geography for Tomorrow, a nonprofit organization aimed at promoting geo-literacy for underprivileged kids in the San Jose area. He enjoys spending time with his family and exploring the endless culinary opportunities in the Bay Area and up and down the West Coast.

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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