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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
Important disclaimer information

4364 Town Center Boulevard Ste. 315 | 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

All JOB ROLES
All JOB ROLES
Managing Director
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    Tamara Lowenberg, CFP®
    Managing Director, Partner
  • ...
    Erick Hoyer
    Wealth Manager
  • ...
    James Pak, CFP®, AWMA®
    Wealth Manager
  • 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
  • Jason McGee
    Operations
Load More

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

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

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