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Sacramento Area

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 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
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4364 Town Center Boulevard Ste. 213 | El Dorado Hills, CA

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

...

Tamara Lowenberg

Managing Director, Partner
...

Erick Hoyer

Wealth Manager
...

James Pak

Wealth Manager
Claire Nonemaker

Financial Planner
Eric Modrell

Tax, Partner
Shannon Johnston

Operations

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

Let’s Talk!

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

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Serving Clients Nationwide

Find Your Location

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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USA

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Request a Meeting

Thank you for your interest in Creative Planning!

Sacramento Area