Steve Whitley, CFP®, AWMA®, APMA®

Steve 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.

Steve has worked in the financial services industry for more than a decade. Prior to joining Creative Planning, he worked at a national retirement provider as a lead wealth advisor, partnering with local executives and their families in creating, updating and monitoring their personal financial plans.

Steve earned a Bachelor of Science degree in business management from Colorado Christian University. He also earned a Master of Science degree in personal financial planning from Kansas State University. Steve is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and both an Accredited Wealth Management Advisor SM and an Accredited Portfolio Management Advisor SM, as designated by the College for Financial Planning.

Steve and his wife, Kristen, have two children, Austin and Alyssa. Steve enjoys serving in the community at the food pantry; coaching little league basketball, baseball and football; and spending time with family and friends. Steve also enjoys being outdoors, hiking, biking, fishing, kayaking, paddle boarding and snowboarding.