Rob Whited CFA, CEBS

Rob’s career spans three decades including senior leadership roles at

Fidelity Investments and Wells Fargo in institutional investment services

and benefit outsourcing. Recently he consulted clients on selecting

fiduciary investment advisors and investment consultant teams for

discretionary and full discretionary outsourcing. Rob’s understanding

of fee structures, vendor strengths, institutional investments, and contract

features has helped clients by demystifying information to ensure

sound decision-making. Rob consults with committees to

condense content to the most relevant. Rob works in consultative

roles to mitigate risk while improving participant advice services, provide

fiduciary oversight and propose date-driven plan design improvements.

Rob attended Miami University in Oxford, Ohio, where he

majored in Finance and minored in Decision Sciences. He is a

Chartered Financial Analyst (CFA®) Charterholder. He is also a Certified

Employee Benefits Specialist® (CEBS®) and a current class instructor.

Rob is an active member of both the CEBS Los Angeles Chapter, the

CFA Society of Los Angeles and the CFA Society of San Francisco. Rob

volunteers at People Assisting the Homeless (PATH) and is currently a

grader for the CFA® Level III exam.

Managing Director, Creative Planning Retirement Services

Los Angeles, California