Creative Planning

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4364 Town Center Blvd Ste 315
El Dorado Hills, CA 95762
Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.

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5.01 reviews
Cheryl S.
7/19/2022

It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for the past 3 1/2 years. First I would like to share that I got my degree in Finance and started...

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United StatesCaliforniaEl Dorado HillsCreative Planning