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Kolleen Freudiger, CPA, CFP®

Wealth Manager
Kolleen serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 18 years of experience in the financial services industry, Kolleen offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Kolleen served as a managing director for a large independent registered investment advisory firm headquartered in Dallas. She also previously led the client relationship team for a consulting firm that specialized in non-qualified benefit plans for bank and credit union executives and directors. Kolleen received a Bachelor of Science degree in financial planning from Texas Tech University and a Master of Science degree in accounting from the University of Texas at Dallas. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant. In her spare time, Kolleen enjoys traveling, doing HIIT workouts and spending time with family and friends.

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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