President & Chief Executive Officer

CREATIVE PLANNING NAMES SAGEVIEW PRESIDENT JON UPHAM AS HEAD OF FUTURE COMBINED RETIREMENT SOLUTIONS DIVISION

Creative Planning To Buy SageView As Newly Combined Firm Would Represent $640 Billion

Aquiline to sell investment advisor SageView to Creative Planning

Why the iA-Richardson deal is progress for independent financial advice

Tax Manager

Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The Tax Manager works with Tax Directors to assist in preparing and reviewing client deliverables, manage client communication, and oversee the final review of tax returns.

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