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 a financial planning firm based in Sherman Oaks, CA, specializing in personalized wealth management services for individuals and families.

With a focus on tailored strategies and long-term financial goals, the firm aims to provide comprehensive solutions to help clients achieve financial security and peace of mind.

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Reviews

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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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