Ravi Kahan is a financial advisor with Creative Financial Partners in Atlanta, GA, holding a Series 66 designation and over 24 years of industry experience. His prior roles include positions with Osaic Advisory Services, Arbor Point Advisors, and Securities America. Outside of advisory work, he owns several business ventures, including a coworking space and an insurance agency. Creative Financial Partners offers financial planning and employee-benefit consulting primarily to individual clients and employer plan sponsors. The firm provides non-discretionary, client-directed advice based on fundamental analysis, with clients retaining implementation authority, and operates as a solo practitioner with multiple outside business affiliations.

Vickie Klepper is a CFP® professional with four years of experience in financial advising. She is the sole advisor at Creative Financial Partners, where she has worked since 2021. Her prior experience includes roles at Harrell Investment Partners, Asset Management Advisors, Aspiriant, Terry McDaniel & Co Investment Counsel, and FMP Wealth Advisers. Creative Financial Partners provides financial planning and employee-benefit consulting primarily for individual clients and employer plan sponsors. The firm offers client-directed, non-discretionary advice with a focus on fundamental investment analysis, and maintains a solo-practitioner model serving approximately 115 clients.