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Umesha Weerasuriya, CFP

Financial Planner
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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

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$210

BILLION

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