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South Florida

Providing financial peace of mind across the globe and in your local area.


About Creative Planning

Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in South Florida 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


International Services

Meet Your Team

Arnold Kiman, CFP®
Managing Director, Partner
Vicco von Buelow, MBA, CFP®, CPA
Wealth Manager
Jennifer Lopez, CFP®
Wealth Manager
David Willett
Wealth Manager
Corey Cowan
Financial Planner
Sharon Greenfield, JD, MBA,CFP®
Financial Planner
Tyler Higgins
Financial Planner
Zach Bourquin, CPA
Megan Kelly, JD
Bill Ryan

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.