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Thun Financial is now Creative Planning International.

Phil Ricasata, CFP®

Wealth Manager
Phil serves as a Wealth Manager and works directly with clients to develop and implement comprehensive financial plans that address their most complex goals and financial needs. This comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, insurance, and charitable planning. Phil has over 18 years of industry experience helping families and business owners. Prior to joining Creative Planning, he worked at an independent registered investment advisory firm as a Retirement Plan Consultant and Financial Planner. He also served in the United States Navy and attained the rank of Lieutenant Commander. Phil graduated from the University of California at Berkeley with a Bachelor of Science degree in Business Administration with an emphasis in Finance. He also holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. Phil and his wife Erinn reside in Ventura with their children – Lauren and Max. He is an active member of his church and in his spare time enjoys cheering on his kids in sports, training Brazilian Jiu Jitsu, surfing and fishing.

*See all Creative Planning disclosures and sources.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in more than 65 countries.