MZ

Matthew Zolton

Private Wealth Manager at Creative Planning

Matthew Zolton, J.D., CFP® is a Private Wealth Manager at Creative Planning LLC. Prior to this role, Matthew served as Senior VP - Financial Consultant at Charles Schwab. Matthew earned their Juris Doctorate in Law from the University of Kansas School of Law and holds a BA in History from The University of Kansas.

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Timeline

  • Private Wealth Manager

    January, 2021 - present