Chris Beesley, Cfp®
About Chris Beesley, Cfp®
Chris Beesley, CFP®, is a Partner and Managing Director at Creative Planning in Boise, Idaho, where he has worked since 2023. He has extensive experience in wealth management and financial planning, having previously held positions at Fidelity Investments, Fisher Investments, and Zions Capital Advisors.
Work at Creative Planning
Chris Beesley currently serves as Partner and Managing Director at Creative Planning, a position he has held since 2023. He operates on-site in Boise, Idaho. In this role, he is part of a firm that manages over $225 billion for clients across all 50 states as of December 31, 2021. Prior to his current position, he worked as a Wealth Manager at Creative Planning from 2017 to 2023, contributing to the firm's reputation and client service in wealth management.
Previous Experience in Wealth Management
Before joining Creative Planning, Chris Beesley held various positions in the wealth management sector. He worked at Zions Capital Advisors as Vice President and Senior Wealth Advisor from 2014 to 2017. Prior to that, he was a Senior Investment Counselor at Fisher Investments from 2008 to 2014. His career began at Fidelity Investments, where he served as a Senior Investment Consultant from 2005 to 2008. This extensive experience has equipped him with a broad understanding of investment strategies and client management.
Education and Expertise
Chris Beesley has a solid educational background in finance and business. He earned a Bachelor's degree from the University of Utah in 2002 and later achieved an MBA from Western Governors University. He also completed the CFP® Certification Curriculum at Bryant University. His expertise includes business succession planning, risk management, wealth management, and financial planning, making him well-versed in various aspects of financial advisory services.
Professional Recognition
During his tenure at Creative Planning, Chris Beesley was part of a team recognized as the #1 Independent Wealth Management Firm in America by Barron’s in 2017. This accolade reflects the firm's commitment to excellence in financial advisory services and highlights the quality of the team he is a part of.