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Sacramento Area

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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
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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

...

Tamara Lowenberg, CFP®

Managing Director, Partner
...

Erick Hoyer

Wealth Manager
...

James Pak, CFP®, AWMA®

Wealth Manager
Dillon Carter

Financial Planner
Claire Nonemaker

Financial Planner
Eric Modrell, CPA

Tax, Partner
Heather Offutt

Tax
Annie Rogers, JD

Legal, Partner
Shannon Johnston

Operations
Jason McGee

Operations

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

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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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Get Your FREE Wealth Path Analysis!

Act Now — your exclusive offer to receive a customized road map for building your wealth ends Monday at midnight.

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Serving Clients Nationwide

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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Sacramento Area