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Orange County Area

Providing financial peace of mind across the globe and in your local area.

LOCAL EXPERTISE. ALL IN-HOUSE.

About Creative Planning

Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Orange County Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Andrew Fuller, MSF, CFP®
Managing Director, Partner
Dylan Dunlea, CFP®
Wealth Manager
James Mantosh, CFP®, CFA, MBA
Wealth Manager, Partner
Jesse Espinoza, CFP®, MBA
Wealth Manager, Partner
Mike Nemzek, CFP®
Wealth Manager, Partner
Ryan Maroney, CFP®
Wealth Manager, Partner
Ryan Hook, MBA, CFP®
Wealth Manager, Partner
Christy Tillman, CFP®️, AIF®️
Director Client Engagement

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.

 

Prefer to discuss over the phone?
833-416-4702