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Kevin Copley, CFP®

Managing Director, Partner
Kevin serves as a Managing Director with Creative Planning. In this role he works closely with clients to identify their goals, analyze complex situations, and develop strategies and plans to meet their goals. Areas of expertise include investment management, retirement and estate planning, tax, insurance, business succession planning and charitable giving. Prior to joining Creative Planning, Kevin was a Financial Advisor at a large national financial institution. He worked closely with high net worth clients to clearly define their needs and goals and collaborated with business partners at the bank to deliver financial planning, investment, and banking solutions to meet those needs. Prior to his role, Kevin was an Investment Consultant and a Branch Manager at a large national financial services company. As an Investment Consultant, he worked directly with clients to develop and implement investment, retirement, and estate plans. He was also selected to be a member of the President’s Circle and was elected to the firm’s Leadership Council. While serving as a branch manager, Kevin supervised a staff of investment consultants and was responsible for creating a “best in class” client experience for new clients and delivering high quality service on a continuous basis to current clients. Kevin received a Bachelor of Business degree in Finance from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Kevin resides in Cincinnati with his wife Ashley, son Jackson, and daughter Madeleine. He enjoys working out, playing basketball and golf, boating, and spending time 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