DAVID BURGESS, CFA, CFP®, administrador de patrimonio, Creative Planning Inc.

Name: David Burgess, cfa, cfp®

Company: Creative Planning Inc.

Job title: administrador de patrimonio

Website of the company : thinkingbeyond.com / Size of the company : sign up to find out

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Amy Mccue

Administrador de impuestos

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Ben Mulligan

Gestor de inversiones

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Mircea C. sauciuc

Planificador financiero

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David Shropshire

Gerente Senior de Inversiones

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Jeff Pollard

Administrador de operaciones

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Cassie Smith

Gerente de Operaciones

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Kevin Flores

Administrador de operaciones

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David Burgess, cfa, cfp®

Administrador de patrimonio

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Nicole Simpson, cfp®

Planificador financiero

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Chad Fawcett