Providing financial peace of mind across the globe and in your area.
Align family and business governance with long-term goals to preserve wealth and foster positive relationships. Explore family governance solutions that strengthen family unity across generations.
Make meticulous investment decisions based not only on your unique financial plan but also on our core investing principles that ensure your portfolio is optimized and working toward meeting your goals.
We evaluate all areas of your financial life for tax efficiency, identifying strategies that may help reduce your tax burden while seeking to maximize your after-tax returns.
Tax-efficient giving strategies make a greater impact on the causes you're passionate about. Strategic philanthropy solutions align with your values and help maximize tax benefits.
Identify the right combination of documents to properly protect your assets and provide financial well-being for your loved ones. Protect the financial future of your heirs while helping them grow wealth responsibly.
We'll help you develop a custom risk management strategy, implement the appropriate policies and shop for the best rates possible to make sure you're protected in case life throws you a curveball.
Creative Planning serves clients across all 50 states and abroad through our expansive network of offices. Whether you prefer to meet with your wealth management team in person or connect virtually from wherever you are, we're equipped to deliver comprehensive wealth services that fit your lifestyle. Our wealth managers in the San Diego-Chula Vista-Carlsbad Area can help you integrate all aspects of your financial life into a comprehensive, actionable plan.
Read reviews from clients across Creative Planning locations nationwide. Testimonials shown were originally shared by current Creative Planning clients through Google Reviews. No cash compensation was provided, and
Creative Planning is not aware of any material conflicts of interest. The testimonials displayed represent a sample of client reviews and may not be representative of the experience of all clients. Testimonials should not be viewed as a guarantee of future results or success.
Great one stop shop for all your personal finance needs. Wills, trusts, insurance, Medicare and of course great financial planning. Top notch in all areas. I sleep well every night knowing my family and I are covered and don’t need to be concerned about my investments and personal finances.
See More Google ReviewsMy advisor is very knowledgeable, honest, helpful, and responsive. Provides strategic and decision-making support and peace of mind in the early stages retirement. Fee is reasonable. Highly recommend.
See More Google ReviewsCreative Planning’s staff are extremely detail-oriented and responsive. Replies to emails often come within minutes. I have used them for years and have observed better than expected growth in our finances due to their expertise.
See More Google ReviewsAs a leading independent advisory firm, Creative Planning delivers comprehensive, customized wealth management services. Meet with our San Diego-Chula Vista-Carlsbad Area wealth managers to discover how we're fiercely committed to helping you achieve your financial goals.
“Creative Planning Is the Best for Comprehensive Wealth Management”
WSJ | Buyside ranking released in February 2026, not based on a specific time period. Disclosure information
Once we receive your inquiry, a team member will be in touch to set up your free, no-obligation consultation within one business day.
Could your money be working harder for you? Contact our team today.
Client Services: 866-909-5148
Retirement Plan Services: 866-427-4015
Become a Client: 833-416-4702
Corporate mailing address:
5454 W 110th St, Overland Park, KS 66211
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