Charlie Tocco, CPA

Let's Get to Know You

First Name*

Last Name*

Where is your primary residence?

Country*

ZIP Code*

How May We Reach You?

Email*

Phone*

International Phone*

Did Someone Refer You to Creative Planning?

Were you referred?

Yes

No

By whom?*

Creative Planning employee

Creative Planning client

Client Name*

This field is hidden when viewing the form

Prefix Client

Employee Name*

This field is hidden when viewing the form

Prefix Employee

What is the Approximate Amount of Your Investable Assets?

Investable Assets*

We work with households having a minimum of $500,000 in U.S.-based investable assets.

This field is hidden when viewing the form

Referral Source*

This field is hidden when viewing the form

Marketing Keycode

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

LP URL

This field is hidden when viewing the form

Website

This field is hidden when viewing the form

charlie-ram

This field is hidden when viewing the form

Wealth Management

This field is hidden when viewing the form

Children's Mercy

This field is hidden when viewing the form

Catholic Embed

This field is hidden when viewing the form

Retirement Clinic

This field is hidden when viewing the form

Referral Source*

This field is hidden when viewing the form

Referral Partner

This field is hidden when viewing the form

Consent

This field is hidden when viewing the form

Specialty Practice

This field is hidden when viewing the form

SP Type Dentists

This field is hidden when viewing the form

SP Coaches

This field is hidden when viewing the form

SP Type Social Impact

This field is hidden when viewing the form

SP Type Aviation

This field is hidden when viewing the form

SP Type Law Enforcement

This field is hidden when viewing the form

SP Type Sports and Entertainment

Law Enforcement Aviation Sports Dentists Catholic Focus

Phone

This field is for validation purposes and should be left unchanged.

Podcasts

Podcasts

Charlie Tocco, CPA

Tax

Articles by Charlie Tocco, CPA

Let's Get to Know You

Where is your primary residence?

How May We Reach You?

Did Someone Refer You to Creative Planning?

What is the Approximate Amount of Your Investable Assets?

Let's Get to Know You

Where is your primary residence?

How May We Reach You?

Did Someone Refer You to Creative Planning?

What is the Approximate Amount of Your Investable Assets?

Personal Wealth

Family Office

401k & Business Services

Insights

About

Resources