JW

Jennifer Wei

Retirement Plan Account Specialist at Creative Planning

Jennifer Wei, CPA, currently serves as a Retirement Plan Account Specialist at Creative Planning, providing comprehensive wealth management services since May 2023. Prior experience includes managerial roles at Caffe Bene, where Jennifer developed a new tipping model and managed inventory, as well as serving as an Emergency Medical Technician at Illinois Fire Service Institute. Jennifer also interned at Wipfli Financial Advisors focusing on tax and financial planning. Notable leadership experience includes being the Videography Director for the Asian American Association at UIUC, Senior Project Manager at Gies College of Business, and project management roles at EntreCORPS. Jennifer founded a jewelry business, Just Be by JennB, that prioritized charitable giving. A Bachelor of Science in Finance and Accountancy was earned from the University of Illinois Urbana-Champaign.

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Creative Planning

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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.


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501-1,000

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