Jessica Culpepper

Wealth Manager at Creative Planning

Jessica Culpepper, MBA, CPA, CFP®, has extensive experience in wealth management and financial planning, currently serving as a Wealth Manager at Creative Planning Inc. since October 2009. Prior to this role, Jessica worked as a Financial Planner at Retirement Plus from May 2007 to October 2009. Jessica holds an MBA in Finance from the University of Missouri-Kansas City and a Bachelor of Science in Accounting from Missouri State University. Additionally, Jessica is a Certified Financial Planner and a Certified Public Accountant.

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Creative Planning

2 followers

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


Industries

Employees

501-1,000

Links