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Tony Favela

Managing Director, Partner

Tony Favela is a Partner and Managing Director of Creative Planning, working directly with clients to develop a cohesive strategy to meet their goals and most complex financial needs. Tony’s comprehensive approach solves wealth management issues in the areas of retirement planning, education planning, investment management, tax, estate planning, business succession planning, insurance, and charitable planning. Tony will work with you to personally understand your needs and provide you with a customized plan to achieve your goals.

Prior to joining Creative Planning, Tony worked for two major national financial companies. The majority of his career has been focused on executive stock plans, financial planning, and investment management for high net worth families.

Tony received a Bachelor of Arts degree in Business and a minor in Finance. He currently holds the Accredited Investment Fiduciary® credential designated by the Center for Fiduciary Studies and the Chartered Retirement Planning Counselor℠ designation awarded by the College for Financial Planning.

Tony and his wife Jennifer have two children – Sienna and Allaya. He served eight years in the Marines with two completed combat tours in the Middle East, Asia, and Africa. He is currently serving in the Texas Army National Guard with 19 years of total military service. Tony has been awarded the Meritorious Service Medal, an Army Commendation Medal, and is a five-time recipient of the Army Achievement Medal.

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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