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Phoenix – Valley of the Sun

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About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Phoenix–Valley of the Sun 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
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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

...

John Hagensen, MSFS, CFP®, CFS, CTS, CIS, CES

Managing Director
...

Perry Dufresne, ChFC®

Wealth Manager
...

Chad Fletcher, CFP®, ChFC®, RICP®

Wealth Manager
...

Kenny Gatliff, CFA®

Wealth Manager
...

Jim Hatton, CFP®, AIF®

Wealth Manager, Partner
...

Tim Hatton, CFP®, AIF®

Wealth Manager, Partner
...

Ealing Jahn, CFP®

Wealth Manager, Partner
...

Nick Karabas, JD

Wealth Manager
...

Michael Latinis, CFP®

Wealth Manager, Partner
...

Nick Lombardozzi, CFP®, CKA®

Wealth Manager
...

Dan Pallesen, CFP®

Wealth Manager
...

Tigran Unciano, CFA, CFP®

Wealth Manager, Partner

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

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Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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

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(866) 273-2848

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Phoenix – Valley of the Sun