Cristian R.
8/14/2025
Carlos is simply the best! I have a pretty complicated return, mostly due to my poor record keeping and multiple businesses, rental properties, and investments, but somehow he makes it all work...
Creative Planning
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15303 Ventura Blvd Ste 900
Sherman Oaks, CA 91403
Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.
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Reviews
5.03 reviewsB O.
3/6/2025
I have been working with Carlos for 6+ years now in preparing my Tax Returns. Found him through a previous colleague who recommended me to Carlos and I have never turned back ever since. Carlos...
Paty D.
1/6/2025
Excellent service, I am a new business owner, Carlos D. helped me from the beginning, requesting the licenses I needed until making a complete financial plan, he has not only prepared my taxes for...
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