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Chris Beesley

Partner Managing Director @Creative Planning

Boise, ID, US
EMAILS
c••••••••@creativeplanning.com
MOBILE NUMBERS
+18•••••••12

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WORK HISTORY

Feb 2023 — Present

Partner Managing Director @Creative Planning

Boise, ID, US

EDUCATION

N/A

University of Utah

Bachelor's degree

N/A

Bryant University

CFP® Certification Curriculum

N/A

Western Governors University

MBA

SKILLS

LeadershipFinancial AnalysisRelationship ManagementPortfolio ManagementCustomer ServiceLife InsuranceFinanceStrategic Financial PlanningAsset ManagementInvestmentsFinancial Services

ABOUT CHRIS BEESLEY

Chris Beesley is a Partner / Managing Director 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 (20••••15)*. Creative Planning manages over $345 Billion as of Sept 30, 2024 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.

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