Cole Tripp
Senior Investment Manager - Team Manager at Creative Planning
Based in Leawood, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Leawood
Industry
Financial Services
Company size
2.7K
Contact information
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c•••••••@creativeplanning.com
Phone
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Background
About Cole Tripp
Cole is an Investment Manager 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 $47.9 billion as of December 31, 2019 for clients in all 50 statesSpecialties: 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.
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