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Matt Pitzer

Wealth Manager

Matt serves as a Private Wealth Manager, working directly with clients to develop and implement customized financial plans covering all aspects of professional wealth management, including investment management, retirement planning, tax planning, risk management, education planning and estate planning.

Matt brings 8 years of experience working in the financial services industry. Prior to joining Creative Planning, he worked at an independent investment advisory firm as a Wealth Advisor providing comprehensive financial planning to high net worth individuals and families.

Matt earned Bachelor of Business Administration degrees in Marketing and Management from the University of Kentucky. Matt is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Matt and his wife, Kelly, have two children – Camden and Rowan. In his spare time, he enjoys golfing, traveling, and spending time with family and friends.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021