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Todd Mons

Wealth Manager

Todd serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. His comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance, and charitable planning.

Todd’s desire to learn about personal finance started at the age of 14 when he became aware of the importance of financial matters as he watched his parents go over the family budget. That experience convinced him that he had to learn how to manage his own money and it ignited his desire to help others do the same. His educational pursuit in personal finance lead him to the University of Utah where he obtained a Bachelor of Science degree in Finance. Todd has also received a Master of Science degree in Personal Financial Planning and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Todd has 20 years of experience working with individuals on their personal financial situations. Prior to joining Creative Planning, he worked at a major national financial services company for 15 years. The majority of his time there was spent working with high-net-worth clients on wealth accumulation, investment management, retirement, philanthropic and estate planning.

Todd feels fortunate to be loved by his wife of 20 years and his three amazing children. He enjoys all things outdoors, including hiking, mountain biking, swimming, cycling, running, skiing and competing in obstacle course racing.

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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