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Allan Recht
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Allan is a Wealth Manager with Creative Planning and is
responsible for serving clients in the Southern Region.
Prior to joining Creative Planning, Allan had over thirty five
years of experience in the industry with several independent
investment advisors. Most notably with the Marshall & Ilsley
Trust Company, State Street Global Advisors and Fleet Private
Client Group, advising high net worth clients about estate and
investment planning.
Allan graduated from the University of Wisconsin with a Bachelor
of Arts degree in Political Science and a minor in Eastern
European Relations. He earned his Master's Degree in
International Business in Finance and Economics from the
American Graduate School of International Management in
Glendale, Arizona.
Allan has two sons, Matheau and Evan.
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