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.
Brian, originally from San Diego, joined the CCMI team in June 2010 as a Financial Advisor. He graduated from Brigham Young University in 2001 with a degree in Business Management. Following his graduation, Brian accepted a position with Ernst & Young LLP and achieved the rank of Senior Manager in Advisory Services. During his eight years at Ernst & Young, he helped to manage a team in the San Diego office and served clients ranging from small startups to Fortune 500 corporations in a variety of industries. He also enjoyed helping lead extracurricular events, such as helping to build houses for impoverished families in Mexico as part of the Baja Challenge.
Brian earned his official CERTIFIED FINANCIAL PLANNER™ designation in September 2012. He actively works in both the financial planning and investment management services.
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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