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Michael Konzen, CFP®

Wealth Manager
Michael serves as a Wealth Manager, working directly with clients to tailor a cohesive strategy to address their most complex issues and meet their financial goals. His comprehensive approach covers the full range of wealth management issues including retirement planning, investment management, tax planning, estate planning, business planning, insurance and charitable giving. Michael brings to his clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for major national financial services companies. Michael also spent 15 years in Tokyo, Japan working in international finance. He has developed an in-depth knowledge of international and domestic financial markets and brings that experience to bear in creating comprehensive wealth management solutions for his clients. Michael earned a bachelor's degree in Economics from the University of Iowa and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. In his free time, Michael is active in his church, enjoys playing golf and spending time with family and friends.

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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