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Tim O'Leary, CFP®

Wealth Manager

Tim 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, Tim offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Tim served as a self-employed investment advisor. Prior to that, he was a branch manager and regional director at a national brokerage and investment advisory firm. In all these roles, Tim was involved in portfolio construction, financial plan creation and execution, investment management and investment research.

Tim received his Bachelor of Business Administration degree in management from Iowa State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Tim has two grown children and enjoys traveling, reading, mountain biking and spending time with family and friends.

Articles by Tim O'Leary, CFP®

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