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      President & CEO, Creative Planning
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Home > Kathy Okimura

Kathy Okimura

Financial Planner

Articles by Kathy Okimura

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Let's Get to Know You

First Name*

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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?

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By whom?*

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Client Name*

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Prefix Client

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

What is the Approximate Amount of Your Investable Assets?

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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.

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