Mark Vater, CFP®
Wealth Manager, Partner
Mark 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.
With nearly 15 years of experience in the financial services industry, Mark has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to becoming a Private Wealth Manager at Creative Planning, he served the firm as both an Investment Manager and a Financial Planner.
Mark earned a Bachelor of Science degree in finance from St. Louis University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Mark and his wife, Mary Beth, have three children: PJ, Davey and Molly. Mark enjoys spending time in the great outdoors, camping and fishing with his family.
Articles by Mark Vater, CFP®
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