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Steve Whitley

Wealth Manager

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 over 10 years. 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 an ACCREDITED WEALTH MANAGEMENT ADVISOR℠ as designated by the College for Financial Planning.

Steve and his wife, Kristen, have two children – Austin and Alyssa. He 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.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021