Kerby Woo
Portfolio Manager-Equities at Creative Planning LLC
Profile
Kerby Hogan Woo is currently a Wealth Manager & Partner at Creative Planning LLC since 2022.
Previously, he worked as a Principal at MSI Financial Services, Inc., Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., Emerson Equity LLC, and Vice President at CONCERT Wealth Management, Inc. He completed his undergraduate degree at the University of California, Los Angeles.
Kerby Woo active positions
| Companies | Position | Start |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 2013-02-28 |
Former positions of Kerby Woo
| Companies | Position | End |
|---|---|---|
MSI Financial Services, Inc.
 MSI Financial Services, Inc. Investment ManagersFinance Founded in 1984, MetLife Securities, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET). | Corporate Officer/Principal | - |
USAA Financial Advisors, Inc.
 USAA Financial Advisors, Inc. Investment Banks/BrokersFinance Part of United Services Automobile Association, USAA Financial Advisors, Inc. is a company based in San Antonio, TX. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Emerson Equity LLC
 Emerson Equity LLC Investment ManagersFinance Emerson Equity LLC provides investment advice. The American company was founded by Dominic Julio Baldini. | Corporate Officer/Principal | - |
CONCERT Wealth Management, Inc.
 CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Portfolio Manager-Equities | - |
Training of Kerby Woo
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
MSI Financial Services, Inc.
MSI Financial Services, Inc. Investment ManagersFinance Founded in 1984, MetLife Securities, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET). | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
USAA Financial Advisors, Inc.
USAA Financial Advisors, Inc. Investment Banks/BrokersFinance Part of United Services Automobile Association, USAA Financial Advisors, Inc. is a company based in San Antonio, TX. | Finance |
Emerson Equity LLC
Emerson Equity LLC Investment ManagersFinance Emerson Equity LLC provides investment advice. The American company was founded by Dominic Julio Baldini. | Finance |
CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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