Zack Baird, CIMA®
Wealth Manager, Partner
Zack 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.
Zack brings more than 15 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Zack worked as an investment specialist for an asset manager in the Kansas City area, where he catered to institutional investors in the Northeast.
Zack earned a Bachelor of Science degree in economics from the University of Kansas. He also holds the Certified Investment Management Analyst® certification, as designated by the Investments & Wealth Institute™.
Zack and his wife, Abby, have two children, Jameson and Carter, and a dog, Loki. Zack and Abby are active participants in the Leukemia & Lymphoma Society’s Light the Night walks. When not coaching soccer or running the kids to and from several other sporting activities, Zack likes to unwind by spending time with his family, being outdoors or taking on a DIY project.
Articles by Zack Baird, CIMA®
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