Macord Foran, CEPA®
Wealth Manager
Macord serves as a Private Wealth Manager, working directly with his 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.
Macord offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked for an independent investment advisory firm, where he advised high-net-worth and ultra-high-net-worth individuals, families and business owners.
Macord is a Certified Exit Planning Advisor<sup>®</sup>, as designated by the Exit Planning Institute.
A native Texan, originally from Houston, Macord enjoys golfing and spending time sharing new experiences with family and friends.
Articles by Macord Foran, CEPA®
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