Jennifer Birchett, CPA/PFS, CFP®

Partner / Wealth Manager at Creative Planning LLC

Jennifer Birchett, CPA/PFS, CFP®, is a Partner and Wealth Manager at Creative Planning LLC, based in Atlanta. She has over 20 years of experience in the financial services industry, specializing in creating customized financial plans that encompass investments, tax planning, risk management, retirement strategies, employee benefits, and estate planning.1 2

Professional Background::

Before joining Creative Planning, Jennifer was a Principal Wealth Advisor at an independent wealth management firm in Atlanta. There, she provided comprehensive financial planning for individuals and multi-generational families.
Her earlier career included a role in the Personal Financial Services group at PricewaterhouseCoopers, where she focused on tax compliance and planning for high-net-worth individuals and corporate executives.1

Education and Certifications::

Jennifer holds both a Bachelor in Business Administration and a Master of Accountancy with a concentration in Taxation from the University of Georgia.
She is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP), and a Personal Financial Specialist (PFS) recognized by the American Institute of Certified Public Accountants (AICPA) .1

Awards and Community Involvement::

Jennifer received the AICPA's Personal Financial Planning Standing Ovation award at the 2017 AICPA ENGAGE conference for her contributions to financial planning.
She is actively involved in her community and church, particularly at North Point Community Church in Alpharetta. Additionally, she supports Children's Healthcare of Atlanta.1

Personal Life:: Jennifer enjoys traveling, biking, and hiking with her husband Steve. They welcomed their son Brooks in May 2020 during the global pandemic.1