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Owen Keith, CFP®

Wealth Manager, Partner

Owen serves as a Partner and 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 25 years of experience in the financial services industry, Owen has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Owen worked as a senior advisor for an independent investment advisory firm.

Owen earned a Bachelor of Business Administration degree in risk management and a Master of Business Administration from the University of Memphis. Owen is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Owen and his wife, Amy, have three children: William, Nicholas and Emily. In his spare time, Owen enjoys fishing, smoking large pieces of meat and spending time with his family.

Articles by Owen Keith, CFP®

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