Byron Frey

Byron Frey

Investment Committee Member at Creative Planning LLC

Finance
Consumer Services

Profile

Mr. Byron A.
Frey is a Managing Director & Partner at Creative Planning LLC.
He also serves on the firm’s Investment Committee.
Utilizing a disciplined approach, he works with clients to develop, implement, and monitor comprehensive strategies to meet their most complex goals and needs.
He has been serving clients in the investment industry since 1995.
Prior to joining Creative Planning, Byron was a Vice President-Financial Consultant for a major national financial services company.
At his prior employer, he was chosen to be part of a select group that launched the company’s Private Client program providing fee-based investment advisory and planning services.
He graduated from Bucknell University with a degree in Economics and Political Science.

Byron Frey active positions

CompaniesPositionStart
Investment Committee Member 2012-02-29
All active positions of Byron Frey

Former positions of Byron Frey

CompaniesPositionEnd
CHARLES SCHWAB Corporate Officer/Principal -
See the detail of Byron Frey's experience

Training of Byron Frey

Bucknell University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Byron Frey's experience

Connections

100 +

1st degree connections

3

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Listed companies1
CHARLES SCHWAB

Finance

Private companies1

Finance

See company connections