Richard D. Foytek

Wealth Manager at Creative Planning, Inc.

Richard D. Foytek

Richard D. Foytek

Wealth Manager at Creative Planning, Inc.

Biography

Mr. Richard D. Foytek, CFA MBA, is a Wealth Manager at Creative Planning, Inc. He works with clients to develop a cohesive strategy to meet their most complex goals and needs. This comprehensive approach covers wealth management issues in the areas of tax, estate planning, investment management, business succession planning, corporate stock option planning, insurance, retirement planning, and charitable planning.Prior to joining the firm, he served as a Financial Advisor for a large investment management and financial planning company where he was responsible for managing the investment portfolios and handling the many other financial needs of the firm’s clients. He also served on the firm’s investment committee and contributed to numerous marketing efforts via radio, television, on-line, and print.Mr. Foytek received his Bachelor of Business Administration degree with a major in Finance from Walsh College and an MBA from Michigan State University.

Overview
RelSci Relationships

334

Number of Awards

2

Contact Data
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Relationships
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Founder at Creative Planning, Inc.

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Former Chief Investment Officer at Creative Planning, Inc.

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Managing Director at Creative Planning, Inc.

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Managing Director at Creative Planning, Inc.

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Managing Director at Creative Planning, Inc.

Relationship likelihood: Strong

Managing Director at Creative Planning, Inc.

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Managing Director at Creative Planning, Inc.

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Managing Director at Creative Planning, Inc.

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Financial Advisor at Bloom Asset Management, Inc.

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Financial Advisor at Bloom Asset Management, Inc.

Relationship likelihood: Strong

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Richard D. Foytek
Wealth Manager at Creative Planning, Inc.
Education
Bachelor of Business Administration Degree in Finance

Walsh College provides relevant business education that integrates theory and application to prepare graduates for successful careers through: faculty who bring meaningful scholarship, academic credentials and professional work experience to the learning process; close ties with the business community; and a supportive environment that inspires student achievement

Masters of Business Administration
Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Wealth Manager
2013 - Current

Creative Planning, Inc Welcome to Creative Planning. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 20 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success

Adjunct Assistant Professor, Finance
Current

Walsh College provides relevant business education that integrates theory and application to prepare graduates for successful careers through: faculty who bring meaningful scholarship, academic credentials and professional work experience to the learning process; close ties with the business community; and a supportive environment that inspires student achievement

Financial Advisor
2008 - 2013

Bloom Asset Management constructs broad based diversified investment portfolios specifically designed to meet each client’s individual financial situation, using only no-load mutual funds. In selecting specific mutual funds for the portfolio, they emphasize a wide range of criteria, including: the performance of the funds; continuity of management; consistency of investment style and results; integrity of the mutual fund company; tax efficiency and the overall costs of owning the fund. Bloom's primary aim is to find funds with the greatest potential to drive a portfolio’s long-term performance by generating excess returns above that of its peers and for its particular benchmark. The firm uses a variety of qualitative and quantitative screens to help them find those funds. Bloom's asset allocation targets seek to maximize the level of returns for any given risk level. The firm's r investment strategies must broadly diversify clients’ assets, covering the full range of investment styles, sub-asset classes (i.e., U.S. large cap growth, foreign large cap value, fixed income, etc.), and regions.

Awards & Honors
CFA (Chartered Financial Analyst)
CFP (Certified Financial Planner)
Other Affiliations

Richard D. Foytek is affiliated with Creative Planning, Inc., Walsh College, Bloom Asset Management, Inc.

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