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Nephi Wijckmans |
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Nephi serves as a Wealth Manager. He works with clients to
develop and implement comprehensive financial planning
strategies in the areas of investment management, estate
planning, tax, business planning, insurance and risk management,
debt management, retirement and education planning, and
charitable giving. He also serves on the firm's investment
committee.
Prior to joining Creative Planning, Nephi served as a Registered
Investment Advisor with RCM Investments as a Senior Portfolio
Manager. He also was a Vice President - Financial Consultant at
Charles Schwab. He began his career in the investment industry
in 2000.
Nephi graduated from the University of Utah where he received
his Bachelor's degree in Business Management.
Nephi is married to Annie. He enjoys golf, basketball, reading
and spending time with his family. |
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