Brad Ray

Senior Financial Planner

Brad Ray, CFP®, is a Partner and Senior Financial Planner at Creative Planning Inc., where they provide comprehensive wealth management services including investment and financial planning, tax planning, and estate planning. They have served in various capacities within the company since 2018, progressing from Paraplanner to Financial Planner, and now hold a senior leadership role. Brad earned a Bachelor of Business Administration in Finance from the University of Missouri-Kansas City in 2018. Prior to their tenure at Creative Planning, they worked in the banking and hospitality sectors.

Location

Overland Park, United States

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