Rashaad Kaiser, CFP®, ChFC®, WMCP®

Rashaad serves as a 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 a decade of experience in the financial services industry, Rashaad offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Rashaad served as a wealth advisor at a national investment advisory firm, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.

Rashaad received his Bachelor of Science degree from the University of New Orleans. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and holds both the Chartered Financial Consultant® and Wealth Management Certified Professional® designations, as awarded by the American College of Financial Services.

Rashaad enjoys traveling, reading, giving back to the community, and spending quality time with family and friends.