$200B+ Wealth Manager Talks Investor Strategies & more with Kevin Timmerman episode artwork

EPISODE · Dec 16, 2022 · 55 MIN

$200B+ Wealth Manager Talks Investor Strategies & more with Kevin Timmerman

from The Journey with Christian D Evans · host Christian D Evans

🎁 Gift for All Podcast Listeners Below 👇 | As a Wealth Manager at Creative Planning, Kevin works directly with clients to create and maintain customized financial plans which address all aspects of financial planning; including investments, retirement, tax, and estate planning. Kevin is also a Partner and Managing Director of Creative Planning.    Kevin is both a CERTIFIED FINANCIAL PLANNER™ professional and a licensed attorney, and has more than 27 years of wealth management experience. He has been recognized by Barron’s eleven times as one of the Top 100 Independent Advisors in the country and has been inducted into Barron’s Advisor Hall of Fame.* Kevin has also been featured in the Wall Street Journal and has appeared multiple times as a guest on CNBC’s “On The Money.”    Kevin graduated with High Distinction from the University of Iowa College of Business with a degree in finance and received a Juris Doctorate degree from the University of Iowa College of Law.   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 was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*.  Creative Planning manages over $100 billion as of November 3, 2021 for clients in all 50 states. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.   LinkedIn: https://www.linkedin.com/in/kevin-timmerman-4128378/   Website: https://creativeplanning.com/ __________   Learn More @ www.christiandevans.com   __________   CONNECT WITH ME:   TikTok: https://vm.tiktok.com/ZTdujUXWv/  YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos  LinkedIn:  https://www.linkedin.com/in/evansandfamily/  Instagram: https://www.instagram.com/christian_d_evans/?hl=en  Journey with Christian Podcast:  https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349   🎁 REDEEM GIFT 🎁   Create and Launch a Successful eLearning Program, Online Course, New Client or Employee Onboarding or Virtual Training -- where you will learn the biggest mistake most people make with eLearning, the #1 reason most eLearning programs fail, the 3 Pillars to create extraordinary value for your learners every time, how to streamline your client & new hire onboarding and much more!    Learn More @ https://www.e-learningpartners.com/a/2147499455/Tcz8PaGz   🎁 REDEEM GIFT 🎁 Free 7-day Trial of BizableTV (Top Rated Business Content From High Level Entrepreneurs)  Learn More @ https://bizabletv.com/pages/bizabletv-christian-d-evans

🎁 Gift for All Podcast Listeners Below 👇 | As a Wealth Manager at Creative Planning, Kevin works directly with clients to create and maintain customized financial plans which address all aspects of financial planning; including investments, retirement, tax, and estate planning. Kevin is also a Partner and Managing Director of Creative Planning.    Kevin is both a CERTIFIED FINANCIAL PLANNER™ professional and a licensed attorney, and has more than 27 years of wealth management experience. He has been recognized by Barron’s eleven times as one of the Top 100 Independent Advisors in the country and has been inducted into Barron’s Advisor Hall of Fame.* Kevin has also been featured in the Wall Street Journal and has appeared multiple times as a guest on CNBC’s “On The Money.”    Kevin graduated with High Distinction from the University of Iowa College of Business with a degree in finance and received a Juris Doctorate degree from the University of Iowa College of Law.   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 was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*.  Creative Planning manages over $100 billion as of November 3, 2021 for clients in all 50 states. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.   LinkedIn: https://www.linkedin.com/in/kevin-timmerman-4128378/   Website: https://creativeplanning.com/ __________   Learn More @ www.christiandevans.com   __________   CONNECT WITH ME:   TikTok: https://vm.tiktok.com/ZTdujUXWv/  YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos  LinkedIn:  https://www.linkedin.com/in/evansandfamily/  Instagram: https://www.instagram.com/christian_d_evans/?hl=en  Journey with Christian Podcast:  https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349   🎁 REDEEM GIFT 🎁   Create and Launch a Successful eLearning Program, Online Course, New Client or Employee Onboarding or Virtual Training -- where you will learn the biggest mistake most people make with eLearning, the #1 reason most eLearning programs fail, the 3 Pillars to create extraordinary value for your learners every time, how to streamline your client & new hire onboarding and much more!    Learn More @ https://www.e-learningpartners.com/a/2147499455/Tcz8PaGz   🎁 REDEEM GIFT 🎁 Free 7-day Trial of BizableTV (Top Rated Business Content From High Level Entrepreneurs)  Learn More @ https://bizabletv.com/pages/bizabletv-christian-d-evans

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$200B+ Wealth Manager Talks Investor Strategies & more with Kevin Timmerman

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This episode is 55 minutes long.

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This episode was published on December 16, 2022.

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🎁 Gift for All Podcast Listeners Below 👇 | As a Wealth Manager at Creative Planning, Kevin works directly with clients to create and maintain customized financial plans which address all aspects of financial planning; including investments,...

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