Bennett Greer

Overview

Bennett started his career with CliftonLarsonAllen (CLA) in September of 2019, starting off in the firm's Assurance practice.  Bennett joined CLA Wealth Advisors in May of 2021.

Bennett earned his Bachelor of Science in Business Administration from Creighton University, graduating in May 2019.  While attending Creighton, he was a double major, completing degrees in both Accounting and Personal Financial Planning.  After completing his education, Bennett worked in Public Accounting at CLA and obtained his CPA license in September of 2020.

Through his Personal Financial Planning major, Bennett completed the Certified Financial Planner (CFP®) Board’s Certification Coursework Requirement.  Bennett satisfied the Certified Financial Planner (CFP®) exam and experience requirement in May of 2023 to obtain his certification.  

Education

Bachelor of Science in Business Administration majoring in Accounting and Personal Financial Planning Creighton University, Omaha, Nebraska

Certified Public Accountant - Colorado

Certified Financial Planner (CFP®)