Dhanise Pagulayan, CFP®

Dhanise serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Prior to joining Creative Planning, Dhanise worked for a national investment advisory firm as a financial planner and wealth manager. Spending her entire career in the financial services industry, Dhanise understands the true value of having a relationship-driven foundation with each of her clients. She invests time in getting to know her clients, ensuring she understands what is truly important to them so she can help them build and implement a meaningful financial plan that is tailored to their unique situations.

Dhanise received her Bachelor of Science degree in business administration from Sacramento State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Dhanise grew up in the Philippines and moved to Sonoma County, California in 2003. She now resides in Honolulu, Hawaii where she spends most of her time outdoors, hiking valleys and ridges, and occasionally learning how to surf.