Skip to content

Become a Client: 833-416-4702

Schedule a Meeting
Schedule a Meeting
866-273-2848
Services
Insights
- - - Insight Topics
    - Financial Calculators
  - - Podcasts
    - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Rethink Your Money™
      
      Financial Advice
      
      Signal or Noise?
      
      Market Trends & Analysis
- - - Podcasts
About
- - - About Creative Planning
  - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Family Office
Wealth Management
401k & Business Services
- - - Retirement & Foundations
      - Retirement Plan Services
      - Institutional
  - - Business Services
Insights
About
- - - About Creative Planning
Local Team
Careers
Schedule a Meeting
Client Login
Visit Creative Planning International

Schedule a Meeting
Schedule a Meeting
866-273-2848
Services
Insights
- - - Insight Topics
    - Financial Calculators
  - - Podcasts
    - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Rethink Your Money™
      
      Financial Advice
      
      Signal or Noise?
      
      Market Trends & Analysis
- - - Podcasts
About
- - - About Creative Planning
  - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Family Office
Wealth Management
401k & Business Services
- - - Retirement & Foundations
      - Retirement Plan Services
      - Institutional
  - - Business Services
Insights
About
- - - About Creative Planning
Local Team
Careers
Schedule a Meeting
Client Login
Visit Creative Planning International

Home > Halli Rodriguez

Halli Rodriguez

Articles by Halli Rodriguez

*See all Creative Planning disclosures and sources.

"*" indicates required fields

Let's Get to Know You

First Name*

Last Name*

Prefer to discuss over the phone? 833-416-4702

Where is your primary residence?

Country*

ZIP Code*

Prefer to discuss over the phone? 833-416-4702

How May We Reach You?

Email*

Phone*

International Phone*

Prefer to discuss over the phone? 833-416-4702

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

Prefer to discuss over the phone? 833-416-4702

What is the Approximate Amount of Your Investable Assets?

Investable Assets*

Investable Assets*

Prefer to discuss over the phone? 833-416-4702

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

Consent Checkbox*

By checking this box, I agree to provide Creative Planning with personal information and understand they won't sell this information to a third party. For more information on how we safeguard your personal information, please refer to our privacy policy.

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

Comments

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

"*" indicates required fields

Let's Get to Know You

First Name*

Last Name*

Prefer to discuss over the phone? 833-416-4702

Where is your primary residence?

Country*

ZIP Code*

Prefer to discuss over the phone? 833-416-4702

How May We Reach You?

Email*

Phone*

International Phone*

Prefer to discuss over the phone? 833-416-4702

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

Prefer to discuss over the phone? 833-416-4702

What is the Approximate Amount of Your Investable Assets?

Investable Assets*

Consent Checkbox*

By checking this box, I agree to provide Creative Planning with personal information and understand they won't sell this information to a third party. For more information on how we safeguard your personal information, please refer to our privacy policy.

Prefer to discuss over the phone? 833-416-4702

This field is hidden when viewing the form

INTL and EW Conditional

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

Radio

This field is hidden when viewing the form

Catholic Embed

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

Let's Set a Meeting

Let's Set a Meeting

Email

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

Could your money be working harder for you? Contact our team today.

Request a Meeting

Client Services: 866-909-5148

Retirement Plan Services: 866-427-4015

Become a Client: 833-416-4702

Visit Creative Planning International

Corporate mailing address:
5454 W 110th St, Overland Park, KS 66211

*Industry disclaimer information

Personal Wealth

Ultra-Affluent Wealth Management
High-Net-Worth Wealth Management
Investment Management
Tax Planning
Estate Planning & Trusts
Financial Planning
Retirement Planning
Insurance & Risk Management
International Wealth

Family Office

Ultra-Affluent Wealth Management
Legacy Planning
Charitable Planning
Asset Protection
Wealth Transfer
Family Governance
Liquidity & Exit Planning
Valuations
Tax Services
Outsourced Accounting & Bill Pay
Social Impact

401k & Business Services

Business Services
Audit & Attest
Business Tax
Accounting & Bill Pay
Payroll Services
Legal Services
Technology Services
Business Insurance
Business Valuation
M&A Consulting
Retirement & Foundations
Retirement Plan Services
Institutional

Insights

Insight Topics
Financial Calculators
Podcasts

About

Our Team
Locations
Careers
Press
Meet Peter Mallouk
Giving Back
Media Inquiries
Contact Us

Resources

Disclosure Information
Business Continuity Statement
Form ADV Part 2A
Customer Relationship Summary
Transparency in Coverage Machine-Readable Files

© Creative Planning, LLC | All Rights Reserved.

Privacy Policy
California Privacy Notice
GDPR Policy
Cookie Policy
Notice at Collection