Michael Latinis, CFP®
Wealth Manager, Partner
Michael serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and financial needs. Michael practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning. Michael’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
With over 10 years of experience in the financial planning and investment industry, Michael offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Michael served as a Portfolio Analyst at an independent investment advisory firm. Michael was involved in portfolio construction, investment management, and economic and investment research.
Michael earned a Bachelor of Science degree in Accounting from the University of Kansas. Michael is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Michael and his wife, Megan, have two daughters – Olivia and Lyla. In his spare time, Michael enjoys golfing, hiking, and spending time with his family.
Articles by Michael Latinis, CFP®
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