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February 2023 by Cheryl Sherman
It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for the past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!
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February 2023 by Shaker Nazer
The most professional and experienced team I ever worked with. Everyone starting with our Wealth Manager are experts in their fields and great to work with. They are truly family office to take care of all of our investments, taxes, estate planning and retirement plans. Special thanks to El Dorado Hills Creative Planning Team.
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February 2023 by April A
Upon retiring in 2015 and moving from the Bay Area to Folsom we decided to hire a financial manager because we realized the post-2008 market was different. We also planned on traveling a lot and didn’t want to think about our finances but acknowledged how much more important the growth of our portfolio is now that we’re retired.We’ve had financial planners in the past but wanted to take it to the next level. We interviewed 3 companies. Tamara took her time with us, really got to know us; asked imperative questions and gave us several options, which changes as our portfolio and lifestyle evolves. It’s been 7 years and hiring CP is the best retirement decision we’ve made. There’s been a couple of stock market/economy challenges during this time frame and it’s reassuring to know that someone is looking out for our best interest and we can concentrate on enjoying family and retirement.We’re extremely satisfied/happy with Tamara and her Creative Planning Team. They are all very knowledgable, insightful, thorough, caring, approachable and responsive. We’ve recommended two family members to CP and they’re also very happy with the service.
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February 2023 by Loran White
Tamara and Erick are great to work with, very thorough and share options for all the decisions along the way.
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July 2022 by Cheryl S.
It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for the past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!
