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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, MBA, CFP®
    Managing Director, Partner
  • ...
    Phillip Attebery, AIF®
    Wealth Manager
  • ...
    Mike Batista, CFP®
    Wealth Manager
  • ...
    Aaron Buczek
    Wealth Manager, Partner
  • ...
    Kathleen Davis, MBA, CFP®
    Wealth Manager
  • ...
    Andrew Demos, CFP®
    Wealth Manager
  • Chris-Drake
    Christopher Drake
    Wealth Manager
  • ...
    Dylan Dunlea, CFP, CDFA
    Wealth Manager
  • ...
    Jeff Ellena, CFP®
    Wealth Manager
  • Andrew-Ferrette
    ...
    Andrew Ferrette, CFP®, MSBA
    Wealth Manager
  • ...
    Bradley Johnston, CFP,MSBA, ChFC
    Wealth Manager
  • ...
    Hanna Kennedy
    International Wealth Manager

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

U

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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