Home > Sacramento Area

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.

Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team


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
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.