Phoenix – Valley of the Sun

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 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
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

  • ...
    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
  • ...
    Nick Lombardozzi, CFP®, CKA®
    Wealth Manager
  • ...
    Dan Pallesen, CFP®
    Wealth Manager
  • ...
    Tigran Unciano, CFA, CFP®
    Wealth Manager, Partner
  • ...
    Carlton Weber, CFP®
    Wealth Manager
  • Daniel Applegate
    Financial Planner
  • Cole Beckwith, MBA
    Financial Planner
  • Mathew Litsheim
    Financial Planner
  • Austin McDonough, CFP®
    Financial Planner
  • Tovin McGovern, CFP®
    Financial Planner
  • Johnny Thompson
    Financial Planner
  • Mary Tunakan, JD
    Financial Planner
  • Lance Zasso
    Financial Planner
  • Brian Ingleright, CPA
    Tax
  • Grant Martens, CPA
    Tax
  • Amisha Mehta, CPA, MBA
    Tax
  • Rachel Ronald, CPA
    Tax
  • Keli Wike, CPA
    Tax
  • Leah Ellsworth, JD
    Legal
  • Erica Beiriger
    Operations
  • Cory Ginger, MBA
    Operations
  • Annie Hogan
    Operations
  • Jody Mandl
    Operations
  • Shawna Perow
    Operations
  • Jessica Turner
    Operations
  • Renee Vogel
    Operations, Partner

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.

“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