Judd Eberhart
Partner / Wealth Manager at Creative Planning Inc.
- Role
- Partner Wealth Manager at Creative Planning
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Judd Eberhart
Judd Eberhart is a Partner / Wealth Manager at Creative Planning. Creative Planning…
Experience
Partner Wealth Manager
May 2024 — Present · Cincinnati, OH, US
Education
The Ohio State University
Certified Financial Planning Course
2013 — 2014
Miami University
Bachelor's degree
2006 — 2010
Skills
- Financial Accounting
- Process Improvement
- Financial Analysis
- Excel
- Data Analysis
- Investment Advisory
- Project Execution
- Risk Management Consulting
- Auditing
- Sox
- Government Auditing
- Financial Planning
- Holistic Wealth Management
- Internal Audit
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