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Seattle-Tacoma 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 Seattle-Tacoma 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

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Carlos Lopez, MBA, CFP®
Managing Director, Partner
Aaron Nichols, MBA, CFP®
Wealth Manager
Maria Hare, CFP®
Wealth Manager, Partner
Nick Bedlan, CFP®, CFA
Wealth Manager, Partner
Pete Moormeier, CFP®, AWMA®
Wealth Manager, Partner
Pete Boyack, AIF®
Wealth Manager, Partner
Ryan Svendson, CFP®
Wealth Manager

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.

 

Prefer to discuss over the phone?
833-416-4702