Creative Planning

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15303 Ventura Blvd Ste 908
Sherman Oaks, CA 91403
+1 (866) 273-2848
https://creativeplanning.com

Creative Planning is an independent wealth management firm located in Sherman Oaks, CA, specializing in a wide range of services catering to ultra-affluent and high-net-worth investors, including family office services, legacy planning, and charitable planning. The firm emphasizes strategic tax planning, investment management, and comprehensive financial planning to help clients manage and grow their wealth effectively.

Recognized for its commitment to excellence, Creative Planning has received multiple accolades, including being named one of the top Registered Investment Advisory (RIA) firms from 2019 to 2025. With a team of over 525 Certified Financial Professionals serving clients across all 50 states, the firm is dedicated to providing tailored financial solutions and insights for its diverse clientele.

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5.03 reviews
Cristian R.
8/14/2025

Carlos is simply the best! I have a pretty complicated return, mostly due to my poor record keeping and multiple businesses, rental properties, and investments, but somehow he makes it all work...

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B O.
3/6/2025

I have been working with Carlos for 6+ years now in preparing my Tax Returns. Found him through a previous colleague who recommended me to Carlos and I have never turned back ever since. Carlos...

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Paty D.
1/6/2025

Excellent service, I am a new business owner, Carlos D. helped me from the beginning, requesting the licenses I needed until making a complete financial plan, he has not only prepared my taxes for...

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United States›California›Sherman Oaks›Creative Planning