Talk to sales Try for Free
Judd Eberhart, CFP®

Judd eberhart, cfp®

bookmark on deepenrich
location of Judd Eberhart, CFP®Cincinnati, Ohio, United States
Phone number of Judd Eberhart, CFP®+91 xxxx xxxxx
Followers of Judd Eberhart, CFP®543 followers

  • Timeline

    Oct 2011 - Jan 2013

    Risk Consultant

    Crowe
    Jan 2013 - Jan 2019

    Associate Portfolio Manager

    Northern Trust Corporation
    Current Company
    Jan 2019 - now

    Partner / Wealth Manager

    Creative Planning
    Cincinnati, Ohio, United States

  • About me

    Partner / Wealth Manager at Creative Planning Inc.

  • Education

    • The ohio state university

      2013 - 2014
      Certified financial planning course

    • Miami university

      2006 - 2010
      Bachelor's degree accounting

  • Experience

    • Crowe

      Oct 2011 - Jan 2013
      Risk consultant

    • Northern trust corporation

      Jan 2013 - Jan 2019
      Associate portfolio manager

    • Creative planning

      Jan 2019 - now

      • Partner / Wealth Manager

        May 2024 - now

      • Wealth Manager

        Jan 2019 - now

  • Licenses & Certifications

    • Certified financial planner

      Cfp board
      Dec 2015