Jennifer Price, CFP®

Private Wealth Manager at Creative Planning Inc.

Overland Park, Kansas, United States Contact Info
722 followers 500+ connections

Join to view profile

Activity

Join now to see all activity

Experience

  • Creative Planning

    Creative Planning

    4 years 10 months

    • Creative Planning Graphic

      Partner

      Creative Planning

      - Present 8 months

    • Creative Planning Inc. Graphic

      Wealth Manager

      Creative Planning Inc.

      - Present 4 years 10 months

      Kansas City, Missouri Area

      Jennifer is a Wealth Advisor at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth
      Management Firm in the United States on the only rankings the network…

      Jennifer is a Wealth Advisor at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth
      Management Firm in the United States on the only rankings the network ever released (2014-2015)*.

      Creative Planning manages for clients in all 50 states.
      Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

      *Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

  • Associate Financial Planner

    Quest Capital Management, Inc.

    - 12 years 4 months

    8117 Preston Road, Ste 700 Dallas, TX 75225

Education

  • Texas Tech University Graphic

    Texas Tech University

    Master of Science (MS) Personal Financial Planning

    -

  • Texas Tech University Graphic

    Texas Tech University

    Bachelor of Science (BS) Personal Financial Planning

    -

    Activities and Societies: Personal Financial Planning Association, Red 2 Black

Volunteer Experience

  • Junior Achievement of Dallas, Inc. Graphic
  • Board Member

    Financial Planning Association of Dallas/Fort Worth

    Served as the NexGen, Special Events, & Career Development Director 2014-2018

More activity by Jennifer

View Jennifer’s full profile

  • See who you know in common
  • Get introduced
  • Contact Jennifer directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Add new skills with these courses