Vanessa Therese Yaghmour

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2021 → 09/2022
  Creative Planning, Llc
  Overland Park, KS
• 05/2020 → 08/2020
  Scooter's Coffee
  Pittsburg, KS
• 05/2020 → 08/2020
  Sonic
  Pittsburg, KS
• 08/2019 → 12/2019
  The Impeccable Pig
  Winter Park, FL
• 07/2019 → 12/2022
  University Of Central Florida
  Orlando, FL
• 08/2015 → 05/2019
  Pittsburg High School
  Pittsburg, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-04

Designations

• Certified Financial Planner