About My Practice
Since 1975, we have enhanced our clients' financial peace of mind. In 1980, we incorporated the firm, Creative Capital Management, Incorporated ("CCMI"), which provided financial and investment advisory services on a fee-only basis. We work with high net worth individuals, owners of closely held businesses, corporations, retirement plans, and families in business, addressing all aspects of their financial well-being. On a select referral basis, we also work with individuals who have specific planning concerns, primarily in the areas of estate planning, tax planning, divorce settlements, inheritance, succession planning, retirement planning, and money management.
Approximately forty-five percent of our time is spent working with clients on an hourly fee basis which includes areas of financial planning, succession planning, and income tax preparation. The remaining balance of our time is spent researching appropriate investment vehicles for portfolios we supervise, reviewing clients' investment results, and monitoring portfolios on a continual basis. All of these services are provided on a fee-only basis.
Creative Capital Management, Incorporated is well known for its personalized service and prides itself on its responsiveness to clients' inquiries and needs. In addition, we subscribe to a written code of ethics which outlines standards of ethical conduct that govern our firm and all of its employees, which is available to you upon request. Throughout the almost thirty-seven years we have been in business, we have seen clients make tremendous strides towards financial independence.
Experience: Brian has been helping CCMI client’s with their investment and financial planning needs since joining the CCMI team in June 2010. Brian previously worked at Ernst & Young LLP as a Senior Manager where he helped oversee the Advisory Services team in San Diego.
Certifications: CERTIFIED FINANCIAL PLANNERTM
Professional Activities: Financial Planning Association (FPA), Member; National Association of Personal Financial Advisors, Member; San Diego Venture Group, Member; BYU Management Society, Board Member – Membership; LEAD San Diego IMPACT Class of 2014
Civic Activities: San Diego Downtown Breakfast Rotary Club, FPA instructor for budgeting classes at Interfaith Shelter Network
Education: B.S. in Business Management, Brigham Young University, 2001 and College for Financial Planning, September 2009
Personal Interests: Spending time with his wife, Nikki, and their three children – Emma, Kainoa, and Kekoa, International travel, Hiking/Camping/Backpacking, Volunteering, Surfing, Sports enthusiast
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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