Home > Phoenix – Valley of the Sun

Phoenix – Valley of the Sun

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 Phoenix – Valley of the Sun 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

John Hagensen, MSFS, CFP®, CFS, CTS, CIS, CES
Managing Director, Partner
Carlton Weber, CFP®
Wealth Manager
Chad Fletcher, CFP®, ChFC®, RICP®
Wealth Manager, Partner
Dan Pallesen, CFP®
Wealth Manager
Ealing Jahn, CFP®
Wealth Manager, Partner
Jim Hatton, CFP®, AIF®
Wealth Manager, Partner
Lance Zasso, ChFC®
Wealth Manager
Nick Karabas, JD
Wealth Manager, Partner
Perry Dufresne, ChFC®
Wealth Manager
Tigran Unciano, CFA, CFP®
Wealth Manager, Partner
Tim Hatton, CFP®, AIF®
Wealth Manager, Partner

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