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

  1. Partner Wealth Manager

    Creative Planning

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Judd Eberhart — Partner Wealth Manager at Creative Planning in Cincinnati, OH, US | Unifers