Ali Kavianian
Profile
Mr. Ali Kavianian is Wealth Manager at Creative Planning, Inc.
Prior to joining Creative Planning, Mr. Kavianian was employed as an Investment Consultant and a Relationship Manager by a major national financial company.
He received his BS in Business from Portland State University.
He is also a Certified Financial Planner.
Former positions of Ali Kavianian
| Companies | Position | End |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 2015-04-30 |
Training of Ali Kavianian
| Portland State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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- Ali Kavianian
