KANSAS CITY, Kan., July 11, 2016 /PRNewswire/ -- Creative Planning, CNBC's #1wealth management firm in America, announces that Jonathan Clements has joined the firm as Director of Financial Education. Mr. Clements will be a featured speaker at the firm's events and will develop exclusive newsletter content for Creative Planning clients.
"Client education has always been a critical element of our mission at Creative Planning," said Peter Mallouk, President and Chief Investment Officer and the top independent financial advisor in the U.S. according to Barron's. "Jonathan is a steadfast advocate for investors and a prominent, deeply knowledgeable voice in the financial services space. We are thrilled to add him to our team."
Prior to joining Creative Planning, Mr. Clements spent nearly twenty years as a personal finance columnist for the Wall Street Journal. He has written five personal finance books, including "Jonathan Clements Money Guide," which was named money management book of the year by the Institute for Financial Literacy.
"As a journalist and author, I am deeply passionate about helping people cut through the noise to make sound financial decisions," said Mr. Clements. "Creative Planning's commitment to transparency and putting the client's best interest first reflects my investment and financial planning philosophies, and I am honored to join their team."
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About Creative Planning
Creative Planning is a nationally recognized leader in the wealth management community focused on providing clients with customized investment plans and comprehensive wealth management services. For over 20 years, the Creative Planning team has been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. Peter Mallouk, the President and Chief Investment Officer of Creative Planning, has been named the #1 Independent Financial Advisor in America three years in a row by Barron's and Creative Planning was also named #1 U.S. Wealth Management Firm by CNBC. Creative Planning has more than $19 billion in assets under management with clients in all 50 states. For more information, visit www.CreativePlanning.net.
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SOURCE Creative Planning