Sacramento 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 Sacramento 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
Meet Your Team
Dillon Carter
Financial Planner
Claire Nonemaker, CFP®
Financial Planner
Tamara Radisic
Financial Planner
Eric Modrell, CPA
Tax, Partner
Heather Offutt, CPA
Tax
Annie Rogers, JD
Legal, Partner
Shannon Johnston
Operations
Julia Krause
Operations
Jason McGee
Operations
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.
