Jennifer Birchett
Partner Wealth Manager at Creative Planning
Based in Atlanta, United States
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Seniority
Director
Department
Finance & Accounting
Location
Atlanta
Industry
Financial Services
Company size
2.7K
Contact information
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j•••••••@creativeplanning.com
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Background
About Jennifer Birchett
Jennifer is a Partner and Wealth Manager at Creative Planning. Creative Planning, LLC is a nationally recognized independent wealth advisory firm with approximately $675 billion in combined assets under management and advisement (as of 1/1/26). Our teams provide comprehensive wealth management services specifically designed to help navigate life’s financial challenges.Creative Planning provides wealth management services to clients in all 50 states and over 100 countries. 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; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations.Prior to joining Creative Planning with the merger of TrueWealth in October 2020, Jennifer worked as a Wealth Advisor from 2006 until October 2020. Jennifer started her career and gained valuable experience in the Individual Tax Practice of PriceWaterhouseCoopers in Atlanta.
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