OVERLAND PARK, Kan., April 15, 2025 – Creative Planning, one of the nation’s largest registered investment advisors (RIAs), is pleased to announce that Monterey Private Wealth, a renowned financial advisory firm based in Monterey, California, has joined Creative Planning. The alliance, which officially took effect on March 31, 2025, strengthens Creative Planning’s West Coast presence and enables Monterey Private Wealth to offer an expanded suite of services to its clients.
“The Monterey Private Wealth team exemplifies the relationship-focused approach that has been the primary driver of Creative Planning’s success, and we’re thrilled to welcome them to the team,” said Peter Mallouk, President and CEO of Creative Planning. “Their established reputation for client-centered financial guidance and their deep community connections perfectly complement our approach to comprehensive wealth management.”
Monterey Private Wealth, which oversees more than $1 billion in client assets, has built a solid reputation for delivering tailored financial solutions and fostering enduring client relationships throughout California’s Central Coast.
“Joining Creative Planning represents an exciting milestone for our practice and our clients and is a natural next step for our firm,” said Cris Cabanillas, President and CEO of Monterey Private Wealth. “We’ve always prioritized building meaningful relationships and providing customized financial guidance. This partnership enhances our ability to deliver an even more robust suite of services to our clients while maintaining the trusted personalized attention they have come to expect.”
Monterey Private Wealth’s decision to join Creative Planning was driven by shared fiduciary values and the desire to offer clients enhanced resources and support. Clients of Monterey Private Wealth will continue working with the same advisory team from the same office in Monterey.
ECHELON Partners served as the exclusive sell-side financial advisor to Monterey Private Wealth.
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About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $354 billion in combined assets under management and advisement across all 50 states and 90 countries as of December 31, 2024. United Capital Financial Advisors is an affiliate of Creative Planning. For more information, visit www.creativeplanning.com.
About Monterey Private Wealth
Monterey Private Wealth is an independent, fee-only registered investment advisor providing personalized financial planning and investment management services. Headquartered in Monterey, California, the firm serves a diverse client base including high-net-worth families, independent women, retirees, business owners, executives and nonprofit organizations. For more information, visit www.montereyprivatewealth.com.
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