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Creative PlanningFinancial advisor in San Diego, CA

Creative Planning is a financial advisor at 11260 El Camino Real Ste 220, San Diego, CA 92130, ranked #7 of 266 financial advisors in San Diego and rated 5.0 from 99 Google reviews.

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.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Creative Planning
Address11260 El Camino Real Ste 220, San Diego, CA 92130Get directions
Phone(858) 764-7120
Websitecreativeplanning.com
Google rating5.0 from 99 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Diego and 11 towns within 25 miles: Solana Beach, Mira Mesa, La Jolla, Rancho Penasquitos, Encinitas, Poway, San Marcos, Escondido, Santee, La Mesa and Coronado.

Based in San Diego, CAView on map

Questions about Creative Planning

How is Creative Planning ranked in San Diego?

Creative Planning is ranked #7 of 266 financial advisors in San Diego by RFA Score, with 72 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 areas does Creative Planning serve?

Serves San Diego and 11 towns within 25 miles: Solana Beach, Mira Mesa, La Jolla, Rancho Penasquitos, Encinitas, Poway, San Marcos, Escondido, Santee, La Mesa and Coronado. 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 5.0 from 99 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 (858) 764-7120. The business is at 11260 El Camino Real Ste 220, San Diego, CA 92130. 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)—725.0 (99)——
PracticeCFO#5735.0 (112)NoNo8.6 mi
SimpliFi#6725.0 (100)NoNo7.2 mi
Encompass Financial Services#8725.0 (81)NoNo1.7 mi

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