Barbara Best Email & Phone Number
Director @ Creative Planning
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Barbara Best Location
- Chicago, IL, US
Barbara Best Work
- Director @ (March 2026 - Present)
- Managing Director @ (August 2025 - February 2026)
- Founder, CAP STRAT Women's Forum @ (May 2015 - August 2025)
- Founding Partner and Principal @ (January 2003 - August 2025)
- Vice President, Relationship Management @ (January 1991 - January 2003)
- Vice President, Strategy and Marketing @ (January 1985 - January 1991)
- Manager, Strategic Planning @ (January 1981 - January 1985)
Barbara Best Education
- Boston College 1977-1981
- New York University
- IES Abroad
Barbara Best Skills
- Investment Advisory
- Retirement Planning
- Mutual Funds
- Wealth Management
- Investments
- Financial Advisory
- Retirement
- Financial Services
- Portfolio Management
- Strategic Planning
- 401k
- Equities
- Asset Allocation
- Pensions
- Asset Management
- Estate Planning
- Securities
- Alternative Investments
- Marketing
- Investment Management
- Investment Strategies
- Mergers
- Product Management
- Mergers & Acquisitions
- Private Equity
- Asset Managment
- Fixed Income
- Retirement Plan Consulting
- Defined Benefit
- ERISA
- Hedge Funds
- Leadership
- Compliance
- Design
- Advisory
- Entrepreneurship
- Mergers and Acquisitions
- Strategy
- Public Speaking
- Networking
- Business Development
- Mentoring
- 401K Retirement Savings Plans
- Conference Speaking
- Employee Benefits
- 401 Retirement Savings Plans
Barbara Best Summary
- Barbara Best, based in Chicago, IL, US, is currently a Director at Creative Planning. Barbara Best brings experience from previous roles at SageView Advisory Group, CAP STRAT and Merrill Lynch Retirement Group. Barbara Best holds a 1977 - 1981 Boston College. With a robust skill set that includes Investment Advisory, Retirement Planning, Mutual Funds, Wealth Management, Investments and more. Barbara Best has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Matt Pearson
Managing Director
Mercer Island, WA, US
Tony Franchimone
Managing Director
Carlsbad, CA, US
Megan Schmitz
Chief People Officer
Leawood, KS, US
John Vagianos
Managing Director
Raleigh, NC, US
Garrett Stinson
Managing Director
Newport Beach, CA, US
Peter Mallouk
President and Chief Executive Officer
United States
Matt Gulseth
Managing Director and Partner
Saint Paul, MN, US
Jonathan Knapp
Chief Operating Officer
Prairie Village, KS, US
Chatten Scruggs
CTO
Leawood, KS, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Gary Disalvo
Managing Director
St. Louis, MO, US
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