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Creative PlanningFinancial advisor in Monterey, CA

Creative Planning is a financial advisor at 2340 Garden Rd #202, Monterey, CA 93940, ranked #9 of 20 financial advisors in Monterey and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Monterey, CAUpdated 0 paid placements in any rankingHow we rank

Call (831) 372-3426Website ↗

Key facts

Key facts about Creative Planning
Address2340 Garden Rd #202, Monterey, CA 93940Get directions
Phone(831) 372-3426
Websitecreativeplanning.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Monterey and 6 towns within 25 miles: Seaside, Pacific Grove, Marina, Salinas, Prunedale and Watsonville.

Based in Monterey, CAView on map

Opening hours

Opening hours for Creative Planning
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Creative Planning

How is Creative Planning ranked in Monterey?

Creative Planning is ranked #9 of 20 financial advisors in Monterey by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Creative Planning’s hours?

Creative Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Creative Planning serve?

Serves Monterey and 6 towns within 25 miles: Seaside, Pacific Grove, Marina, Salinas, Prunedale and Watsonville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Creative Planning?

Creative Planning has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Creative Planning?

Call Creative Planning on (831) 372-3426. The business is at 2340 Garden Rd #202, Monterey, CA 93940. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Creative Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Creative Planning (this business)—604.0 (4)NoNo
Fidelity Investments#7623.8 (11)NoNo2.2 mi
Charles Schwab#8623.4 (10)NoNo4.2 mi
First Command#10595.0 (3)NoNo1.7 mi

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