Steve Merrell, CFP®, AIF®
Managing Director, Partner
Steven C. Merrell is a Partner and Managing Director at Creative Planning, where he helps clients create and maintain customized financial plans addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than four decades of experience in the financial services industry, Steve offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Steve was a founder of an independent wealth management firm and served as an institutional portfolio manager for a large, well-known financial services company.
Steve earned both a Bachelor of Arts degree in economics and a Master of Business Administration degree from Brigham Young University. He’s also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards, and an Accredited Investment Fiduciary<sup>®</sup> professional, as designated by Fi360.
Steve and his wife, Jeanne, love living in Monterey. They’re the parents of five children and the grandparents of seven. In his spare time, Steve enjoys serving in his church and sailing on Monterey Bay.
Articles by Steve Merrell, CFP®, AIF®
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