Financial Advisors
Sherman Oaks, CA
Creative Planning is a comprehensive wealth management and financial advisory firm serving the Los Angeles area from their Sherman Oaks office. They provide personalized financial planning, investment management, retirement planning, and wealth strategy services designed to help clients build and preserve wealth. The firm emphasizes a fiduciary approach to financial guidance, putting client interests first.
Ideal for: High-net-worth individuals, pre-retirees, business owners, families seeking comprehensive wealth management and fiduciary financial guidance
Service area: Sherman Oaks, Los Angeles area, and Southern California
Fiduciary Standard: Creative Planning operates under a fiduciary obligation, meaning they are legally required to act in the best interest of their clients rather than recommending products that benefit themselves.
Comprehensive Wealth Strategy: Beyond investment management, they offer integrated financial planning services including retirement strategy, tax planning, and overall wealth preservation tailored to individual client goals.
Address: 15303 Ventura Blvd #900, Sherman Oaks, CA 91403
Phone: (866) 273-2848
Website: creativeplanning.com
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