Home > Vanessa McElwrath, CFP®, CPA

Vanessa McElwrath, CFP®, CPA

Wealth Manager

Vanessa serves as a Wealth Manager, working directly with her 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 15 years of experience in the financial services industry, Vanessa offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Vanessa served as a wealth management partner at a boutique wealth management firm, where she was involved in financial plan creation and execution, wealth planning and investment management.

Vanessa received her Bachelor of Business Administration degree in accounting and her Master in Professional Accounting degree from the University of Texas at Austin. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant.

Vanessa and her husband, Mac, enjoy traveling, catching live music and spending time with their two boys, McCammon and Holden.

Articles by Vanessa McElwrath, CFP®, CPA

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