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Mike Conner, CFA

Managing Director, Partner

Mike serves as a Partner/Managing Director, 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 two decades of experience in the financial services industry, Mike was Managing Partner/COO of an independent investment advisory firm prior to joining Creative Planning. Mike has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management.

Mike earned a Bachelor of Arts degree in economics and business administration, magna cum laude, from Ursinus College. He is also a Chartered Financial Analyst®, as designated by the CFA Institute.

Mike and his wife, Michele, live in suburban Philadelphia. In his spare time, Mike enjoys traveling, golfing and spending time with friends and family.

Articles by Mike Conner, CFA

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