Jeff Stolper, Cfp®, Cpa
About Jeff Stolper, Cfp®, Cpa
Jeff Stolper is a Director of Financial Planning at Creative Planning Inc., where he has worked since 2015. He holds both CFP and CPA designations and has expertise in charitable planning and retirement plan consulting.
Work at Creative Planning
Jeff Stolper has been employed at Creative Planning Inc. since 2015. He initially served as a Financial Planner for nine years in Leawood, Kansas. In 2018, he advanced to the position of Director of Financial Planning, a role he has held for six years in Overland Park, Kansas. Creative Planning Inc. is known for managing over $75.6 billion in assets as of March 31, 2021.
Previous Experience at CBIZ MHM, LLC
Before joining Creative Planning, Jeff Stolper worked at CBIZ MHM, LLC as a Senior Associate from 2010 to 2015. His five years at this firm provided him with significant experience in financial planning and accounting, which contributed to his professional development.
Education and Expertise
Jeff Stolper earned a Bachelor of Science in Business Administration with a focus on Accounting and Finance from Kansas State University, completing his studies from 2005 to 2009. He furthered his education by obtaining a Master of Accountancy from the same institution, studying from 2009 to 2010. He holds both the Certified Financial Planner (CFP) and Certified Public Accountant (CPA) designations, showcasing his expertise in financial planning and accounting.
Specialization in Charitable Planning and Retirement Consulting
Jeff Stolper has developed expertise in charitable planning and retirement plan consulting. His knowledge in these areas allows him to provide comprehensive financial advice and strategies tailored to his clients' needs.