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

Senior Tax Associate

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 Senior Tax Associate works with Tax Managers & Directors to prepare client deliverables, manage tax return preparations, and assist with training interns and associates.

Sign up with Google

Sign in with Google