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Matt Zolton, JD, CFP®

Wealth Manager
Matt serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Matt practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Matt’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals. Matt brings more than 14 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Matt was a Senior Vice President, Financial Consultant at a major national financial services firm where he was recognized with the prestigious distinction of Chairman’s Club winner in three different years. Matt was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals. Matt earned a Juris Doctorate degree from the University of Kansas School of Law. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. In his spare time, Matt enjoys spending time with his wife Meg, and his daughter Elliot.

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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