Chris Rowell
Partner / Managing Director at Creative Planning
- Role
- Partner Managing Director at Creative Planning
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Chris Rowell
Chris Rowell is a Private Wealth 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 is a nationally recognized investment advisory firm with approx.$354 billion in assets under management as of 12/1/24, serving clients in all 50 states and internationally.We specialize in:• Wealth & Investment Management• Financial & Estate Planning• Tax & Charitable Planning• Business Succession & Risk Management• Managed IT & Outsourced Accounting• M&A, Payroll, Audit, and Business Valuations
Experience
Partner Managing Director
Oct 2025 — Present · Houston, TX, US
Education
Grand Island Senior High
General
2000 — 2004
University of Nebraska at Omaha
BS, Economics
2005 — 2009
Skills
- Financial Planning
- Financial Analysis
- Portfolio Management
- Investment Management
- Equities
- Investment Advisory
- Customer Service
- Investments
- Financial Advisory
- Asset Allocation
- Banking
- Mutual Funds
- Wealth Management
- Strategy
- 401k Rollovers
- Strategic Financial Planning
- Financial Services
- Etfs
- Series 7
- Securities
- Finance
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