Steve Harvey, CFP®, CPA

Steve 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 25 years of experience in the financial services industry, Steve offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Steve served as a portfolio manager, wealth planner and partner at a wealth management based out of Austin, Texas.

Steve received his Bachelor of Business Administration degree in Accounting from Southwest Texas State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant.

Steve and his wife, Kristin, enjoy the outdoors, serving on community boards and spending time with their two adult children, Kendall and Karis.