Rollan Dizon, CFP®, Managing Director

Rollan serves as a Managing Director with Creative Planning, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial planning needs. This approach covers the areas of retirement planning, investment management, tax, estate and succession planning, business succession, executive stock option planning, liability and risk management and charitable giving. Rollan’s approach represents a zealous application to the financial planning process, which begins with a deep understanding of the client’s situation, desires and goals in order to provide them with a truly customized plan and investment approach to achieve their goals.

Prior to joining Creative Planning, Rollan held various roles with a major national financial services firm for over 15 years. In his most recent role as Vice President, Rollan was lead architect in the firm’s development of the financial planning process used throughout the entire branch organization supporting Account Executives. He also served as a Vice President, Senior Account Executive in Silicon Valley where he was responsible for the financial planning relationship and advice for his clients.

Rollan has received many awards throughout his career. He has received the highest honor of President Circle (Top 5%) along with multiple Achiever Awards. Most recently, he was recognized in three consecutive years – 2011, 2012 and 2013 – as the “Most Valuable Player” in recognition for his excellence in leading the development of Coaches and Account Executives for the entire country.

Rollan graduated Magna Cum Laude and a Dean’s Scholar from San Jose State University with his bachelor’s degree. He holds the CERTIFIED FINANCIAL PLANNERTM certification.

Rollan is happily married to Maria. They have three happy, healthy children, Yerik, Zsofia and Sam. They reside in San Jose and Tracy, California. As a family, they enjoy supporting and rooting for Bay Area sports teams.

(408) 747-9133

[email protected]

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