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Dhanise Pagulayan, CFP®

Wealth Manager, Partner
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, where she still resides. She enjoys hiking the hills of Sonoma and Marin County, spending time with her friends and family, and traveling. Wanting to keep her Filipino traditions alive, Dhanise also loves to cook Filipino food for her friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Combined assets under management & advisement as of December 31, 2022