Todd Kowalski

Experience

1. Financial Planner

   Creative Planning

   Aug 2021 — Present · Cincinnati, OH, US

   Todd Kowalski is a Financial Planner at Creative Planning. Creative Planning provides comprehensive wealth management services including investmentmanagement, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning has received a variety of awards including:• A Top Registered Investment Adviser by Financial Times (20••••20)• A Top Independent Advisor by Barron’s (2020)• Top Wealth Manager by RIA Channel (2020)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 ifCompany is engaged, or continues to be engaged, to provide investment advisory services, nor should itbe construed as a current or past endorsement of Company by any of its clients. Rankings published bymagazines, and others, generally base their selections exclusively on information prepared and/orsubmitted by the recognized adviser. Rankings are generally limited to participating advisers. TheCompany never pays a fee to be considered for any ranking or recognition, but may purchase plaques orreprints to publicize rankings. For information on individual rankings, including methodology, please click the link for the respective accolade at https://creativeplanning.comSpecialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities,Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, BusinessSuccession Planning, Risk Management.

Education

• Baldwin Wallace University

  Bachelor's degree

  2008 — 2012