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Sacramento Area


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

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
  • Annie Rogers Portrait
    Annie Rogers, JD
    Legal, Partner
  • Shannon Johnston
  • Jason McGee

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

Let’s Talk!

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.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021