Marshall Lund, CFP®, CPWA®

Marshall serves as a 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 a decade of experience in the financial services industry, Marshall offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Marshall served as a senior financial advisor at a national financial advisory firm, where he co-led a practice of tax and financial services professionals with a focus on business owners and professionals with stock-based incentives.

Marshall received his Bachelor of Business Administration degree in finance, investment and banking from the University of Wisconsin-Madison. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, as well as a CERTIFIED PRIVATE WEALTH ADVISOR™ professional, as designated by the Investments & Wealth Institute.

Marshall enjoys exploring new places with family and friends, powerlifting, mindfulness, a thought-provoking podcast, a Brené Brown book and a strong cup of coffee.