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Cape Coral–Fort Myers Area

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LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Cape Coral–Fort Myers area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron’s 2017
Important disclaimer information

Services Offered

  • Comprehensive Wealth Management
  • Investment Management
  • Tax Preparation & Planning
  • Trusts & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Insurance
  • International Services

All services

Meet Your Team

All JOB ROLES
All JOB ROLES
Managing Director
Wealth Manager
Financial Planner
Tax
Operations
  • ...
    Randy Hallier
    Managing Director, Partner
  • ...
    Taylor Harroun
    Wealth Manager
  • ...
    Nic Santana
    Wealth Manager
  • Jake Gadwood
    Financial Planner
  • Jenna Johnson
    Financial Planner
  • Mark Vater
    Financial Planner
  • Zach Cox
    Tax
  • Penny Arington
    Operations
  • Arthur Harmon
    Operations
  • Joeli Ridley
    Operations
  • Stacy Zahn
    Operations

Get on the path to a more comprehensive, personalized approach to your wealth..

Let’s Talk!

Request a Meeting

Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

Book your free meeting
About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

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