Myles Illion, CFP®

Myles serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Myles offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Myles worked for an independent investment advisory firm as a family office advisor.

Myles earned a Bachelor of Science degree from Rutgers University. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

In his spare time, Myles enjoys surfing, snowboarding, cycling, running, competing in triathlons and spending time with his wife, Ellie, and their two dogs, Penny and Sela.