Request a Meeting

Request a Meeting

San Diego–Chula Vista–Carlsbad 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 San Diego–Chula Vista–Carlsbad 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

  • ...
    Branden Frazier
    Managing Director, Partner
  • Frank-Reilly
    Frank Reilly
    Managing Director, Partner
  • Tom Weary
    Managing Director
  • ...
    Phillip Attebery
    Wealth Manager
  • ...
    Michael Batista
    Wealth Manager
  • ...
    Aaron Buczek
    Wealth Manager, Partner
  • ...
    Kathleen Davis
    Wealth Manager
  • Chris-Drake
    Christopher Drake
    Wealth Manager
  • ...
    Dylan Dunlea
    Wealth Manager
  • ...
    Jeff Ellena
    Wealth Manager
  • Andrew-Ferrette
    Andrew Ferrette
    Wealth Manager
  • ...
    Bradley Johnston
    Managing Director

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

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