Jonathan Liang Email & Phone Number
Private Wealth Manager @ Creative Planning
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jonathan Liang Location
- Minneapolis, MN, US
Jonathan Liang Work
- 2023 -now Private Wealth Manager @
- 2000 -now Financial Advisor and Partner @
- 2023 -2023 Wealth Manager and Partner @
- 2004 -2005 Strategic Account Executive (SAE) @
- 2000 -2002 Allianz Life of North America @ Allianz Life of North America
- 1999 -2000 Multinational Associate @ AIG – Group Management Division
- 1996 -1999 Consultant @ UnitedHealthcare International
Jonathan Liang Education
- The American College of Financial Services
Certified Financial Planner (CFP®) Certification (Personal Finance)
2000-2002 - Indiana University Bloomington
MA - International Business (International Business and European History)
1994-1996 - Hope College
BA (Philosophy, German Lit (double major))
1987-1991 - Universität Freiburg im Breisgau 1989-1990
Jonathan Liang Skills
- Portfolio Design and Management
- Retirement Income Planning
- Income Tax Planning
- Estate and Tax Planning
- Financial Planning
- Tax
- Personal Finance
- Estate Planning
- Asset Management
- Investment Advisory
- Succession Planning
- Compliance
- Financial Advisory
- Wealth Management
- Microsoft Excel
- Public Speaking
- Strategic Planning
Jonathan Liang Summary
- Jonathan Liang, based in Minneapolis, MN, US, is currently a Private Wealth Manager at Creative Planning. Jonathan Liang brings experience from previous roles at CTB Financial Services, Ltd., Creative Planning, United Resource Networks (Now OptumHealth) and Allianz Life of North America. Jonathan Liang holds a 2000 - 2002 Certified Financial Planner (CFP®) Certification in Personal Finance @ The American College of Financial Services. With a robust skill set that includes Portfolio Design and Management, Retirement Income Planning, Income Tax Planning, Estate and Tax Planning, Financial Planning and more. Jonathan Liang has 4 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jonathan Liang?
Find contact details for 700 million professionals.
Others Named Jonathan Liang
Jonathan Liang
Senior Product Designer
New York, United States
Jonathan Liang
Private Wealth Manager
Minneapolis, MN, US
Jonathan Liang
Director of Plant Operations
New York, NY, US
Jonathan Liang
Senior Director, EMEA Client Services
Stockholm, SE
Jonathan Liang
Software Engineer
Palm Bay, FL, US
Jonathan Liang
Senior Product Manager
Sherwood, OR, US
Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Nick Jacobson
Chief Marketing Officer
Overland Park, KS, 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
Lawrence Tynes
Director | Sports
Overland Park, KS, 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
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Gary Disalvo
Managing Director
St. Louis, MO, US
Stephen Popper
Managing Director
Boston, MA, US
Clay Baker
Managing Director
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co