Jason Dohrman, CFP®, CRPC®, CWS®,: Colorado 500 - Wealth Managers

Managing Director, Creative Planning

ColoradoBiz Staff //April 21, 2026//

Managing Director, Creative Planning

ColoradoBiz Staff //April 21, 2026//

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Jason Dohrman, CFP®, CRPC®, CWS®, is a Managing Director Partner at Creative Planning, where he develops and implements comprehensive financial plans for clients in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. He brings more than 20 years of financial services experience to his work with high-net-worth individuals and families. Prior to joining Creative Planning, he served as a Vice President at one of the world’s largest financial institutions. Dohrman graduated summa cum laude from the University of Wisconsin-Whitewater with a Bachelor of Business Administration in Finance.

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