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Arnold Kiman

CFP®
Creative Planning
Boca Raton, FL
We provide clients with customized investment plans and comprehensive wealth management services.

Meet Arnold

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Introduction - Arnold Kiman
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About Creative Planning - Tony Robbins Interview with Peter Mallouk
Video Transcripts

Ranked #1 “Independent Financial Advisor” by Barron’s (2013, 2014, 2015)

Ranked #1 “Wealth Management Firm In America” by CNBC (2014, 2015)

Ranked #1 “RIA Firm” by Forbes (2016)

Arnold serves as a Wealth Manager. He works directly with clients to understand their needs and concerns in order to develop and implement customized financial planning strategies to achieve their goals. He works specifically in the areas of investment, tax, insurance, education,…

Ranked #1 “Independent Financial Advisor” by Barron’s (2013, 2014, 2015)

Ranked #1 “Wealth Management Firm In America” by CNBC (2014, 2015)

Ranked #1 “RIA Firm” by Forbes (2016)

Arnold serves as a Wealth Manager. He works directly with clients to understand their needs and concerns in order to develop and implement customized financial planning strategies to achieve their goals. He works specifically in the areas of investment, tax, insurance, education, estate, and retirement planning.

Arnold has over 11 years of investment management and financial planning experience. Prior to joining Creative Planning, he worked for a major financial services company where he served in a variety of capacities. Most recently, as Vice President Branch Manager, he was responsible for a team of 17 financial professionals who managed client relationships, including investment management. During his tenure at his previous employer, Arnold was recognized with the Achiever Award on five separate occasions, the Presidents Circle Award twice, as well as numerous client-focus awards. He was also nominated and chosen to work with a select group of individuals to develop and implement client planning initiatives on a national level.

Arnold received a Bachelor of Science degree in Accounting from St. Xavier University in Chicago. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Arnold lives with his wife, Rachel and their 3 children; Arnold Jr., Arden, and Albert. When not working on behalf of clients, Arnold enjoys spending time with family, boating, reading, and weightlifting.

For additional disclosures on rankings, please visit: http://getasecondopinion.com/rankings.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
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