Chris Rowell

Partner Managing Director @Creative Planning

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2025 — Present

Partner Managing Director @Creative Planning

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Houston, TX, US

EDUCATION

2000 — 2004

Grand Island Senior High

General

2005 — 2009

University of Nebraska at Omaha

BS, Economics

SKILLS

Financial PlanningFinancial AnalysisPortfolio ManagementInvestment ManagementEquitiesInvestment AdvisoryCustomer ServiceInvestmentsFinancial AdvisoryAsset AllocationBankingMutual FundsWealth ManagementStrategy401k RolloversStrategic Financial PlanningFinancial ServicesEtfsSeries 7SecuritiesFinance

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

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