Sean Nash, CFP®

Sean 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 a decade of experience in the financial services industry, Sean offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked as a paraplanner at a fast-growing, tech-forward wealth management firm, where he executed sophisticated financial plans.

Sean earned his Bachelor of Science degree from the University of Illinois at Urbana-Champaign and is a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Outside of work, Sean stays active through basketball, tennis, bowling and golf. He is also a passionate sports fan who enjoys attending live games with his friends and family.