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Noah Marell, CFP®

Wealth Manager, Partner
Noah serves as a Private Wealth Manager, 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 more than 13 years of experience in the financial services industry, Noah was a partner at an independent investment advisory firm and served as a senior financial advisor prior to joining Creative Planning. Noah has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Noah earned a Bachelor of Science degree in finance from the University of Minnesota. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Noah and his wife, Sophia, enjoy traveling, cooking and spending time with their son and extended family.

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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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Providing financial peace of mind across the globe



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