Creative Planning

Local AI Registry · Financial planners in San Diego, CA · Editorial

Creative Planning, San Diego: a financial planner in San Diego (2026 guide)

By Steve Lee, founder and CEO of Local AI Registry. Former Google Search executive and former Microsoft executive, with 20+ years in digital.

Fact-checked against 30 sources · Published August 18, 2026 · Updated August 18, 2026 · Machine-readable version below

Owner review: not yet. Creative Planning has not checked this page. Claim to review it

In short

Creative Planning is a financial planner in San Diego, CA. Its AI Score is 27 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.

Key facts

Fact	Value
Type	Financial planner
Address	11260 El Camino Real Ste 220, San Diego, CA 92130, USA
Hours	Mon to Fri 8 AM to 5 PM · Closed Sat to Sun
Phone	(858) 764-7120
Owner	Nothing found
Rating	5.0 across 99 reviews on Google
Known for	Creative Planning is best known for its specialized wealth management and financial advisory services tailored for high net worth individuals, ensuring personalized and comprehensive financial strategies.
Prices	Nothing found
Quietest time	Nothing found
Parking	Nothing found
Last verified	October 10, 2026, 9:43 PM

All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

Group	Fact	Value	Mark	Evidence
Location info	Address	11260 El Camino Real Ste 220, San Diego, CA 92130, USA	Confirmed	Google Business Profile, checked Aug 18, 2026
Location info	Description	Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients’ best interests.	Confirmed	Google Business Profile, checked Aug 18, 2026
Location info	Hours	Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed	Confirmed	Google Business Profile, checked Aug 18, 2026
Location info	Name	Creative Planning	Confirmed	Google Business Profile, checked Aug 18, 2026
Location info	Phone	(858) 764-7120	Confirmed	Google Business Profile, checked Aug 18, 2026
Hours	Monday	8:00 AM to 5:00 PM	Confirmed	Google Business Profile, checked Aug 18, 2026
Hours	Tuesday	8:00 AM to 5:00 PM	Confirmed	Google Business Profile, checked Aug 18, 2026
Hours	Wednesday	8:00 AM to 5:00 PM	Confirmed	Google Business Profile, checked Aug 18, 2026
Hours	Thursday	8:00 AM to 5:00 PM	Confirmed	Google Business Profile, checked Aug 18, 2026
Hours	Friday	8:00 AM to 5:00 PM	Confirmed	Google Business Profile, checked Aug 18, 2026
Hours	Saturday	Closed	Confirmed	Google Business Profile, checked Aug 18, 2026
Hours	Sunday	Closed	Confirmed	Google Business Profile, checked Aug 18, 2026
Services	Service	10 lessons from jonathan clements	Confirmed	Business website, checked Sep 19, 2026
Services	Service	10 lessons from warren buffett	Confirmed	Business website, checked Sep 19, 2026
Services	Service	2022 market outlook predictably unpredictable	Confirmed	Business website, checked Sep 19, 2026
Services	Service	3 ring circus	Confirmed	Business website, checked Sep 19, 2026
Services	Service	4 key questions	Confirmed	Business website, checked Sep 19, 2026
Services	Service	5 lessons from money simplified	Confirmed	Business website, checked Sep 19, 2026
Services	Service	7 lessons from 2025	Confirmed	Business website, checked Sep 19, 2026
Services	Service	7 lessons from jack bogle	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Ai exuberance	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Ai magnificent 7 tariffs 2026	Confirmed	Business website, checked Sep 19, 2026
Services	Service	All about alternatives	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Asset allocation	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Bearing up	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Biggest 2023 surprise	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Business consulting	AI guess	Nothing found
Services	Service	Concentration risk bond market warning	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Control as investor	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Debt management	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Deficit nation	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Dollar reserve currency	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Dont delay	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Failed predictions	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Financial planning	AI guess	Nothing found
Services	Service	Half time	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Institutional	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Insurance services	AI guess	Nothing found
Services	Service	Investment management	AI guess	Nothing found
Services	Service	Market update tariffs globalization	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Podcasts	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Retirement planning	AI guess	Nothing found
Services	Service	Tax services	AI guess	Nothing found
Services	Service	Technology services for businesses	AI guess	Nothing found
Services	Service	Time after time	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Trust and estate planning	AI guess	Nothing found
Services	Service	Warning sign	Confirmed	Business website, checked Sep 19, 2026
Services	Service	Wealth management	AI guess	Nothing found
Links	Facebook	https://www.facebook.com/creativeplanninginc	Confirmed	Business website, checked Oct 10, 2026
Links	Instagram	https://www.instagram.com/creativeplanning_llc	Confirmed	Business website, checked Oct 10, 2026
Links	Website	https://creativeplanning.com/locations/san-diego-chula-vista-carlsbad-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=sandiego	Confirmed	Google Business Profile, checked Aug 18, 2026

Services and prices

These are the 27 services Creative Planning offers, with the price where we have one and where it came from.

Service	Price	Price mark	Price evidence	Service mark
4 key questions				Confirmed
7 lessons from 2025				Confirmed
10 lessons from jonathan clements				Confirmed
10 lessons from warren buffett				Confirmed
Ai exuberance				Confirmed
Failed predictions				Confirmed
Half time				Confirmed
7 lessons from jack bogle				Confirmed
Dont delay				Confirmed
2022 market outlook predictably unpredictable				Confirmed
3 ring circus				Confirmed
Deficit nation				Confirmed
Dollar reserve currency				Confirmed
Institutional				Confirmed
Market update tariffs globalization				Confirmed
Podcasts				Confirmed
Time after time				Confirmed
Warning sign				Confirmed
5 lessons from money simplified				Confirmed
Ai magnificent 7 tariffs 2026				Confirmed
All about alternatives				Confirmed
Asset allocation				Confirmed
Bearing up				Confirmed
Biggest 2023 surprise				Confirmed
Concentration risk bond market warning				Confirmed
Control as investor				Confirmed
Debt management				Confirmed

Known for

Creative Planning is best known for its specialized wealth management and financial advisory services tailored for high net worth individuals, ensuring personalized and comprehensive financial strategies.

The team

Nothing found

Visiting Creative Planning

Address: 11260 El Camino Real Ste 220, San Diego, CA 92130, USA. Phone: (858) 764-7120. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:58 PM.)

Location info from Google Business Profile

Business description, written by Creative Planning on its Google Business Profile: "Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients’ best interests."

When to go

Busy times not read yet, back on Scan Day.

Parking and getting in

Nothing found

Nearby

Place	Type	Distance
The Kitchen at Torrey Heights	Restaurant	5 min walk
Ken Sushi Workshop	Japanese restaurant	6 min walk
TOAST Cafe	Cafe	6 min walk
Pinpoint Cafe - Gateway Torrey Hills	Coffee shop	7 min walk
THE POINT Café	Cafe	8 min walk
Los Peñasquitos Marsh Natural Preserve	Nature preserve	9 min walk

Reputation

5.0 average across 99 reviews: Google 25. (Confirmed, read August 18, 2026.)

Creative Planning stands out for its personalized service and comprehensive financial planning, fostering long-term client relationships. (AI guess, from 99 reviews.)

What people like

Matt Phillips' strategic guidance

What people do not like

Nothing found

Press

No press story about Creative Planning found yet.

Awards

None named yet.

Directories

Listed on 2 of the 20 directories we checked.

Directory	Listed
Alignable	Not listed
Angi	Not listed
Apple Maps	Not listed
BBB	Not listed
Birdeye	Not listed
Chamber of Commerce	Listed
DexKnows	Not listed
Facebook	Not listed
Foursquare	Not listed
Manta	Not listed
MapQuest	Not listed
MerchantCircle	Not listed
Nextdoor	Listed
Superpages	Not listed
Thumbtack	Not listed
Trustpilot	Not listed
Tupalo	Not listed
Yellowbook	Not listed
Yellow Pages	Not listed
Yelp	Not listed

Recent updates from Creative Planning

Creative Planning hasn't posted an update here yet.

Questions people ask

On a budget in San Diego, is Creative Planning the one?

No answer yet

going rate for planners locally, any idea

No answer yet

Calling this place, or is there a better way?

No answer yet

What financial planner questions is San Diego asking AI most?

No answer yet

Somewhere to park near Creative Planning?

No answer yet

do I need to book this place or can I just turn up?

No answer yet

Are the hours on Google right for Creative Planning in San Diego?

No answer yet

best financial planner in San Diego

No answer yet

Saturdays at Creative Planning, are they open?

No answer yet

anywhere on El Camino to sit while I wait

No answer yet

is there a rewards thing at Creative Planning

No answer yet

people keep recommending Creative Planning, what for?

No answer yet

worth it or not, what do the regulars say

No answer yet

any last minute slots at Creative Planning?

No answer yet

which one, this place or Define?

No answer yet

Booking a first visit here, what happens?

No answer yet

anything new from Creative Planning lately?

No answer yet

What AI gets wrong about Creative Planning

We ask Gemini and ChatGPT about Creative Planning. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Oct 10, 2026.

No capture has disagreed with the record yet.

The AI Score: 27 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. Creative Planning scores 27, level with the San Diego average. The same method scores every business on the registry.

Signal	Weight	Score	What it measures	Creative Planning
Retrieval grounding	26	0	Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.	Poor
Off-property attestation	20	41	Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.	Poor
AI visibility	14	0	Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.	Named in 0 of 9 answers that recommended anyone. 13 more named nobody, which is not a loss and is not scored.
Reviews & response	12	85	The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.	Good
Backlink & citation authority	8	64	Domain authority and editorial quality of the sources that attest to you.	Fair
Google Business Profile	8	79	Required and recommended fields; update cadence. The listing AI pulls from first.	Good
Speed & mobile	7	70	Core Web Vitals at the 75th percentile, on a real phone.	Good
Content freshness & schema	5	83	Crawl recency, intent alignment, valid JSON-LD, canonicals.	Good

Full method: https://localairegistry.com/methodology

How AI decides what to tell you about a financial planner

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."

How to choose a financial planner in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
Read reviews that name a person and what they did. Vague praise is easy to fake.
Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
Ask for the price before you go, and ask what it includes.
Where the work needs a license, ask whose license it is and look it up with California.

How to read the marks on this page

Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.

About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
Industry: medical aesthetics, injectables, med spa operations and marketing.
Disclosure: Local AI Registry sells services to business owners, including Creative Planning if it claims this page. That does not change what this page says. Every fact carries its source.

Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

Entity	Type	ID on this page	Same as	Relationship to Creative Planning
Creative Planning	LocalBusiness	#business	https://creativeplanning.com/locations/san-diego-chula-vista-carlsbad-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=sandiego	Subject of this page
San Diego, California	City	#city	Nothing found	City Creative Planning is in
Local AI Registry	Organization	#publisher	https://localairegistry.com	Publisher of this page
Steve Lee	Person	#author	https://localairegistry.com/team	Author of this page

Topical map

Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it.

Lists

Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego

Nearby

/los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
/san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
/san-jose: https://localairegistry.com/leaderboards/ca/san-jose
/irvine: https://localairegistry.com/leaderboards/ca/irvine
/fresno: https://localairegistry.com/leaderboards/ca/fresno
/palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto

Every list

Every leaderboard in California: https://localairegistry.com/leaderboards/ca

Frequently asked questions

What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.

What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.

How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.

Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.

I own Creative Planning. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.

References

Sources cited

[1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ22yG5WQJ3IARsEc10z9BnDc (accessed Aug 18, 2026)
[2] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-jonathan-clements/ (accessed Sep 19, 2026)
[3] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-warren-buffett/ (accessed Sep 19, 2026)
[4] creativeplanning.com, https://creativeplanning.com/podcast/2022-market-outlook-predictably-unpredictable/ (accessed Sep 19, 2026)
[5] creativeplanning.com, https://creativeplanning.com/uncategorized/3-ring-circus/ (accessed Sep 19, 2026)
[6] creativeplanning.com, https://creativeplanning.com/podcast/4-key-questions/ (accessed Sep 19, 2026)
[7] creativeplanning.com, https://creativeplanning.com/podcast/5-lessons-from-money-simplified/ (accessed Sep 19, 2026)
[8] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-2025/ (accessed Sep 19, 2026)
[9] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-jack-bogle/ (accessed Sep 19, 2026)
[10] creativeplanning.com, https://creativeplanning.com/podcast/ai-exuberance/ (accessed Sep 19, 2026)
[11] creativeplanning.com, https://creativeplanning.com/podcast/ai-magnificent-7-tariffs-2026/ (accessed Sep 19, 2026)
[12] creativeplanning.com, https://creativeplanning.com/podcast/all-about-alternatives/ (accessed Sep 19, 2026)
[13] creativeplanning.com, https://creativeplanning.com/podcast/asset-allocation/ (accessed Sep 19, 2026)
[14] creativeplanning.com, https://creativeplanning.com/podcast/bearing-up/ (accessed Sep 19, 2026)
[15] creativeplanning.com, https://creativeplanning.com/podcast/biggest-2023-surprise/ (accessed Sep 19, 2026)
[16] creativeplanning.com, https://creativeplanning.com/podcast/dollar-reserve-currency/ (accessed Sep 19, 2026)
[17] creativeplanning.com, https://creativeplanning.com/podcast/dont-delay/ (accessed Sep 19, 2026)
[18] creativeplanning.com, https://creativeplanning.com/uncategorized/failed-predictions/ (accessed Sep 19, 2026)
[19] creativeplanning.com, https://creativeplanning.com/uncategorized/half-time/ (accessed Sep 19, 2026)
[20] creativeplanning.com, https://creativeplanning.com/401k-retirement-plans/institutional/ (accessed Sep 19, 2026)
[21] creativeplanning.com, https://creativeplanning.com/uncategorized/market-update-tariffs-globalization/ (accessed Sep 19, 2026)
[22] creativeplanning.com, https://creativeplanning.com/podcast/ (accessed Sep 19, 2026)
[23] creativeplanning.com, https://creativeplanning.com/uncategorized/time-after-time/ (accessed Sep 19, 2026)
[24] creativeplanning.com, https://creativeplanning.com/uncategorized/warning-sign/ (accessed Sep 19, 2026)
[25] creativeplanning.com, https://creativeplanning.com/podcast/concentration-risk-bond-market-warning/ (accessed Sep 19, 2026)
[26] creativeplanning.com, https://creativeplanning.com/podcast/control-as-investor/ (accessed Sep 19, 2026)
[27] creativeplanning.com, https://creativeplanning.com/podcast/debt-management/ (accessed Sep 19, 2026)
[28] creativeplanning.com, https://creativeplanning.com/podcast/deficit-nation/ (accessed Sep 19, 2026)
[29] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 10, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)
[30] creativeplanning.com, https://creativeplanning.com/locations/san-diego-chula-vista-carlsbad-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=sandiego (accessed Oct 10, 2026)

The code behind this page

This is exactly what this page sends to Google, Bing, ChatGPT, Claude, Perplexity and Gemini. We publish it in the open for two reasons: so you can see nothing here is hidden or made up, and so any business or developer can copy it. Being a good local AI steward means the machine version says exactly what the human version says.

1. HTTP response headers

Sent before the page. They tell crawlers the canonical address and that a plain markdown copy exists.

HTTP/2 200
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2. Head tags

Title, description, canonical, robots and Open Graph tags. This is what shows in search results and link previews.

<meta charset="utf-8">
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<meta property="og:title" content="Creative Planning · AI Score 27 of 100 · Poor">
<meta property="og:description" content="Creative Planning is a financial planner in San Diego, CA. It's rated 5.0 on Google from 99 reviews. Named by 0 of 2 AI assistants.">
<meta property="og:url" content="https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca">
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<meta name="ICBM" content="32.92384570000001, -117.2338022">
<meta name="geo.region" content="US-CA">
<meta name="geo.placename" content="San Diego">

3. Structured data (JSON-LD)

One connected graph. Every person and service has its own @id and links to the business, and a licensed person links to the license and the board that issued it.

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      "alternateName": "LAIR",
      "url": "https://localairegistry.com/",
      "logo": "https://localairegistry.com/images/brand/logo-512.png"
    },
    {
      "@type": "FinancialService",
      "@id": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca",
      "name": "Creative Planning",
      "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca",
      "description": "Creative Planning, located at 11260 El Camino Real in San Diego, is a highly regarded financial planning firm with a perfect five-star rating from its clients. With a dedicated team that prioritizes understanding individual lifestyles and financial goals, they provide exceptional service and support. Clients appreciate the knowledgeable advisors who communicate clearly and foster trust, ensuring peace of mind in their financial journeys. Many have expressed gratitude for the personalized care they receive, making Creative Planning a valued partner in navigating retirement and investment strategies.",
      "sameAs": [
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      },
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        "7 lessons from 2025",
        "7 lessons from jack bogle",
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        "Ai magnificent 7 tariffs 2026",
        "All about alternatives",
        "Asset allocation",
        "Bearing up",
        "Biggest 2023 surprise",
        "Business consulting",
        "Concentration risk bond market warning",
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        "Debt management",
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        "Time after time",
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        "Warning sign",
        "Wealth management"
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    },
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      "@type": "FAQPage",
      "@id": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca#faq",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "What is AI search optimization for local business?",
          "acceptedAnswer": {
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          }
        },
        {
          "@type": "Question",
          "name": "What is Local AI Registry?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free."
          }
        },
        {
          "@type": "Question",
          "name": "How does this page help a business get recommended by AI?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next."
          }
        },
        {
          "@type": "Question",
          "name": "Who writes the answers here?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so."
          }
        },
        {
          "@type": "Question",
          "name": "I own Creative Planning. How do I fix something or rank higher?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work."
          }
        }
      ]
    },
    {
      "@type": "ItemList",
      "@id": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca#locals",
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      "numberOfItems": 17,
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "On a budget in San Diego, is Creative Planning the one?",
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        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "going rate for planners locally, any idea",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-does-a-financial-planner-actually-cost-in-san-diego"
        },
        {
          "@type": "ListItem",
          "position": 3,
          "name": "Calling this place, or is there a better way?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/how-can-i-contact-creative-planning-for-more-information"
        },
        {
          "@type": "ListItem",
          "position": 4,
          "name": "What financial planner questions is San Diego asking AI most?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-financial-planner-questions-is-san-diego-asking-ai-most"
        },
        {
          "@type": "ListItem",
          "position": 5,
          "name": "Somewhere to park near Creative Planning?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/is-there-parking-available-at-creative-plannings-location"
        },
        {
          "@type": "ListItem",
          "position": 6,
          "name": "do I need to book this place or can I just turn up?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/does-creative-planning-require-reservations-for-consultations"
        },
        {
          "@type": "ListItem",
          "position": 7,
          "name": "Are the hours on Google right for Creative Planning in San Diego?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-are-the-business-hours-for-creative-planning"
        },
        {
          "@type": "ListItem",
          "position": 8,
          "name": "best financial planner in San Diego",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/best-financial-planner-in-san-diego"
        },
        {
          "@type": "ListItem",
          "position": 9,
          "name": "Saturdays at Creative Planning, are they open?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/is-creative-planning-open-on-saturdays"
        },
        {
          "@type": "ListItem",
          "position": 10,
          "name": "anywhere on El Camino to sit while I wait",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-is-around-creative-planning-on-el-camino"
        },
        {
          "@type": "ListItem",
          "position": 11,
          "name": "is there a rewards thing at Creative Planning",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/does-creative-planning-take-rewards-points-or-membership-pricing"
        },
        {
          "@type": "ListItem",
          "position": 12,
          "name": "people keep recommending Creative Planning, what for?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-is-creative-planning-known-for"
        },
        {
          "@type": "ListItem",
          "position": 13,
          "name": "worth it or not, what do the regulars say",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-do-people-actually-like-about-creative-planning"
        },
        {
          "@type": "ListItem",
          "position": 14,
          "name": "any last minute slots at Creative Planning?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/does-creative-planning-ever-have-last-minute-openings"
        },
        {
          "@type": "ListItem",
          "position": 15,
          "name": "which one, this place or Define?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/creative-planning-or-define-financial-for-wealth-management-for-high"
        },
        {
          "@type": "ListItem",
          "position": 16,
          "name": "Booking a first visit here, what happens?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-should-i-know-before-a-first-visit-at-creative-planning"
        },
        {
          "@type": "ListItem",
          "position": 17,
          "name": "anything new from Creative Planning lately?",
          "url": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-has-creative-planning-been-posting-lately"
        }
      ]
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "San Diego, CA",
          "item": "https://localairegistry.com/leaderboards/ca/san-diego"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Financial planners",
          "item": "https://localairegistry.com/leaderboards/ca/san-diego/financial-planner"
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        {
          "@type": "ListItem",
          "position": 3,
          "name": "Creative Planning",
          "item": "https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca"
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      ]
    }
  ]
}

4. robots.txt

Invites every major AI crawler by name. Many sites block them. We want this page read and cited.

User-Agent: *
Allow: /
Allow: /_next/static/
Allow: /_next/image
Disallow: /api/
Disallow: /_next/data/

User-Agent: GPTBot
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: OAI-SearchBot
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: ChatGPT-User
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: ClaudeBot
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: Claude-SearchBot
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: Claude-User
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: PerplexityBot
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: Perplexity-User
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: Google-Extended
Allow: /
Disallow: /api/
Disallow: /_next/data/

User-Agent: Applebot-Extended
Allow: /
Disallow: /api/
Disallow: /_next/data/

Sitemap: https://localairegistry.com/sitemap.xml

5. sitemap.xml

Lists this page with the day it last changed, the same day the page says it was updated.

<?xml version="1.0" encoding="UTF-8"?>
<urlset xmlns="http://www.sitemaps.org/schemas/sitemap/0.9">
  <url>
    <loc>https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca</loc>
    <lastmod>2026-08-19T02:59:19.378Z</lastmod>
    <changefreq>weekly</changefreq>
    <priority>0.8</priority>
  </url>
  <url>
    <loc>https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca.md</loc>
    <lastmod>2026-08-19T02:59:19.378Z</lastmod>
    <changefreq>weekly</changefreq>
    <priority>0.8</priority>
  </url>
</urlset>

6. llms.txt

A plain index for language models: what the site is, which pages to read first, and where the markdown copies live.

# Local AI Registry

> The public record of what AI assistants say about local businesses. Every entry checked, scored, and kept current.

Local AI Registry is the editorial, never-sponsored record of what local
businesses are known for, and whether AI assistants actually recommend them.
We score every local business the same way and rank them: website, reviews,
AI visibility, and more. Eight signals, one number from 0 to 100. The heaviest
is whether AI can retrieve you at all.

## Read these first

- [Local AI Registry](https://localairegistry.com): AI assistants now decide which local business to recommend.
- [Methodology](https://localairegistry.com/methodology): Eight signals, one number from 0 to 100.
- [Leaderboards](https://localairegistry.com/leaderboards): Browse AI Score leaderboards by state, city, and category.
- [About](https://localairegistry.com/about): The honest record of who AI recommends.
- [Pricing](https://localairegistry.com/pricing): Four levels of presence, from a free registry entry to being the answer AI gives first in your market.
- [Journal](https://localairegistry.com/journal): How AI assistants decide which local businesses to recommend, and what owners can do about it.

## Business pages

- [Sitemap](https://localairegistry.com/sitemap.xml): Every business page on the registry, with the day each was last updated.
- Every business page has a markdown copy at its own address with `.md` on the end. The copy holds the same facts, marks and sources as the page, in the page's order: the photos with their captions, the team and their licenses, the reviews summary, and the questions locals asked with the replies. The page names it in its head and its HTTP `Link` header.

7. Markdown copy of this page (creative-planning-san-diego-ca.md)

The article as plain text: the same headings, facts, marks and sources.

# Creative Planning, San Diego: a financial planner in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 30 sources. Updated 2026-08-19. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi51je04c3yetib2x2oaic%2F0.jpg)


## In short

Creative Planning is a financial planner in San Diego, CA. Its AI Score is 27 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 11260 El Camino Real Ste 220, San Diego, CA 92130, USA |
| Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (858) 764-7120 |
| Owner | Nothing found |
| Rating | 5.0 across 99 reviews on Google |
| Known for | Creative Planning is best known for its specialized wealth management and financial advisory services tailored for high net worth individuals, ensuring personalized and comprehensive financial strategies. |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | October 10, 2026, 9:43 PM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 11260 El Camino Real Ste 220, San Diego, CA 92130, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients’ best interests. | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Name | Creative Planning | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (858) 764-7120 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | 10 lessons from jonathan clements | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 10 lessons from warren buffett | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 2022 market outlook predictably unpredictable | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 3 ring circus | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 4 key questions | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 5 lessons from money simplified | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 7 lessons from 2025 | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 7 lessons from jack bogle | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Ai exuberance | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Ai magnificent 7 tariffs 2026 | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | All about alternatives | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Asset allocation | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Bearing up | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Biggest 2023 surprise | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Business consulting | AI guess | Nothing found |
| Services | Service | Concentration risk bond market warning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Control as investor | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Debt management | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Deficit nation | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Dollar reserve currency | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Dont delay | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Failed predictions | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial planning | AI guess | Nothing found |
| Services | Service | Half time | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Institutional | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Insurance services | AI guess | Nothing found |
| Services | Service | Investment management | AI guess | Nothing found |
| Services | Service | Market update tariffs globalization | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Podcasts | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement planning | AI guess | Nothing found |
| Services | Service | Tax services | AI guess | Nothing found |
| Services | Service | Technology services for businesses | AI guess | Nothing found |
| Services | Service | Time after time | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Trust and estate planning | AI guess | Nothing found |
| Services | Service | Warning sign | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Wealth management | AI guess | Nothing found |
| Links | Facebook | https://www.facebook.com/creativeplanninginc | Confirmed | Business website, checked Oct 10, 2026 |
| Links | Instagram | https://www.instagram.com/creativeplanning_llc | Confirmed | Business website, checked Oct 10, 2026 |
| Links | Website | https://creativeplanning.com/locations/san-diego-chula-vista-carlsbad-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=sandiego | Confirmed | Google Business Profile, checked Aug 18, 2026 |


## Services and prices

These are the 27 services Creative Planning offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| 4 key questions |  |  |  | Confirmed |
| 7 lessons from 2025 |  |  |  | Confirmed |
| 10 lessons from jonathan clements |  |  |  | Confirmed |
| 10 lessons from warren buffett |  |  |  | Confirmed |
| Ai exuberance |  |  |  | Confirmed |
| Failed predictions |  |  |  | Confirmed |
| Half time |  |  |  | Confirmed |
| 7 lessons from jack bogle |  |  |  | Confirmed |
| Dont delay |  |  |  | Confirmed |
| 2022 market outlook predictably unpredictable |  |  |  | Confirmed |
| 3 ring circus |  |  |  | Confirmed |
| Deficit nation |  |  |  | Confirmed |
| Dollar reserve currency |  |  |  | Confirmed |
| Institutional |  |  |  | Confirmed |
| Market update tariffs globalization |  |  |  | Confirmed |
| Podcasts |  |  |  | Confirmed |
| Time after time |  |  |  | Confirmed |
| Warning sign |  |  |  | Confirmed |
| 5 lessons from money simplified |  |  |  | Confirmed |
| Ai magnificent 7 tariffs 2026 |  |  |  | Confirmed |
| All about alternatives |  |  |  | Confirmed |
| Asset allocation |  |  |  | Confirmed |
| Bearing up |  |  |  | Confirmed |
| Biggest 2023 surprise |  |  |  | Confirmed |
| Concentration risk bond market warning |  |  |  | Confirmed |
| Control as investor |  |  |  | Confirmed |
| Debt management |  |  |  | Confirmed |


### Known for

Creative Planning is best known for its specialized wealth management and financial advisory services tailored for high net worth individuals, ensuring personalized and comprehensive financial strategies.


## The team

Nothing found


## Visiting Creative Planning

Address: 11260 El Camino Real Ste 220, San Diego, CA 92130, USA. Phone: (858) 764-7120. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:58 PM.)


### Location info from Google Business Profile

Business description, written by Creative Planning on its Google Business Profile: "Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients’ best interests."


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| The Kitchen at Torrey Heights | Restaurant | 5 min walk |
| Ken Sushi Workshop | Japanese restaurant | 6 min walk |
| TOAST Cafe | Cafe | 6 min walk |
| Pinpoint Cafe - Gateway Torrey Hills | Coffee shop | 7 min walk |
| THE POINT Café | Cafe | 8 min walk |
| Los Peñasquitos Marsh Natural Preserve | Nature preserve | 9 min walk |


## Reputation

5.0 average across 99 reviews: Google 25. (Confirmed, read August 18, 2026.)

Creative Planning stands out for its personalized service and comprehensive financial planning, fostering long-term client relationships. (AI guess, from 99 reviews.)


### What people like

- Matt Phillips' strategic guidance


### What people do not like

Nothing found


### Press

No press story about Creative Planning found yet.


### Awards

None named yet.


### Directories

Listed on 2 of the 20 directories we checked.

| Directory | Listed |
| --- | --- |
| Alignable | Not listed |
| Angi | Not listed |
| Apple Maps | Not listed |
| BBB | Not listed |
| Birdeye | Not listed |
| Chamber of Commerce | Listed |
| DexKnows | Not listed |
| Facebook | Not listed |
| Foursquare | Not listed |
| Manta | Not listed |
| MapQuest | Not listed |
| MerchantCircle | Not listed |
| Nextdoor | Listed |
| Superpages | Not listed |
| Thumbtack | Not listed |
| Trustpilot | Not listed |
| Tupalo | Not listed |
| Yellowbook | Not listed |
| Yellow Pages | Not listed |
| Yelp | Not listed |


## Recent updates from Creative Planning

Creative Planning hasn't posted an update here yet.


## Questions people ask


### On a budget in San Diego, is Creative Planning the one?

No answer yet


### going rate for planners locally, any idea

No answer yet


### Calling this place, or is there a better way?

No answer yet


### What financial planner questions is San Diego asking AI most?

No answer yet


### Somewhere to park near Creative Planning?

No answer yet


### do I need to book this place or can I just turn up?

No answer yet


### Are the hours on Google right for Creative Planning in San Diego?

No answer yet


### best financial planner in San Diego

No answer yet


### Saturdays at Creative Planning, are they open?

No answer yet


### anywhere on El Camino to sit while I wait

No answer yet


### is there a rewards thing at Creative Planning

No answer yet


### people keep recommending Creative Planning, what for?

No answer yet


### worth it or not, what do the regulars say

No answer yet


### any last minute slots at Creative Planning?

No answer yet


### which one, this place or Define?

No answer yet


### Booking a first visit here, what happens?

No answer yet


### anything new from Creative Planning lately?

No answer yet


## What AI gets wrong about Creative Planning

We ask Gemini and ChatGPT about Creative Planning. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Oct 10, 2026.

No capture has disagreed with the record yet.


## The AI Score: 27 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. Creative Planning scores 27, level with the San Diego average. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Creative Planning |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 41 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 0 of 9 answers that recommended anyone. 13 more named nobody, which is not a loss and is not scored. |
| Reviews & response | 12 | 85 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good |
| Backlink & citation authority | 8 | 64 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 70 | Core Web Vitals at the 75th percentile, on a real phone. | Good |
| Content freshness & schema | 5 | 83 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial planner

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose a financial planner in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with California.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Creative Planning if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Creative Planning |
| --- | --- | --- | --- | --- |
| Creative Planning | LocalBusiness | #business | https://creativeplanning.com/locations/san-diego-chula-vista-carlsbad-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=sandiego | Subject of this page |
| San Diego, California | City | #city | Nothing found | City Creative Planning is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it.


### Lists

- Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
- Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego


### Nearby

- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /fresno: https://localairegistry.com/leaderboards/ca/fresno
- /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Creative Planning. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ22yG5WQJ3IARsEc10z9BnDc (accessed Aug 18, 2026)
- [2] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-jonathan-clements/ (accessed Sep 19, 2026)
- [3] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-warren-buffett/ (accessed Sep 19, 2026)
- [4] creativeplanning.com, https://creativeplanning.com/podcast/2022-market-outlook-predictably-unpredictable/ (accessed Sep 19, 2026)
- [5] creativeplanning.com, https://creativeplanning.com/uncategorized/3-ring-circus/ (accessed Sep 19, 2026)
- [6] creativeplanning.com, https://creativeplanning.com/podcast/4-key-questions/ (accessed Sep 19, 2026)
- [7] creativeplanning.com, https://creativeplanning.com/podcast/5-lessons-from-money-simplified/ (accessed Sep 19, 2026)
- [8] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-2025/ (accessed Sep 19, 2026)
- [9] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-jack-bogle/ (accessed Sep 19, 2026)
- [10] creativeplanning.com, https://creativeplanning.com/podcast/ai-exuberance/ (accessed Sep 19, 2026)
- [11] creativeplanning.com, https://creativeplanning.com/podcast/ai-magnificent-7-tariffs-2026/ (accessed Sep 19, 2026)
- [12] creativeplanning.com, https://creativeplanning.com/podcast/all-about-alternatives/ (accessed Sep 19, 2026)
- [13] creativeplanning.com, https://creativeplanning.com/podcast/asset-allocation/ (accessed Sep 19, 2026)
- [14] creativeplanning.com, https://creativeplanning.com/podcast/bearing-up/ (accessed Sep 19, 2026)
- [15] creativeplanning.com, https://creativeplanning.com/podcast/biggest-2023-surprise/ (accessed Sep 19, 2026)
- [16] creativeplanning.com, https://creativeplanning.com/podcast/dollar-reserve-currency/ (accessed Sep 19, 2026)
- [17] creativeplanning.com, https://creativeplanning.com/podcast/dont-delay/ (accessed Sep 19, 2026)
- [18] creativeplanning.com, https://creativeplanning.com/uncategorized/failed-predictions/ (accessed Sep 19, 2026)
- [19] creativeplanning.com, https://creativeplanning.com/uncategorized/half-time/ (accessed Sep 19, 2026)
- [20] creativeplanning.com, https://creativeplanning.com/401k-retirement-plans/institutional/ (accessed Sep 19, 2026)
- [21] creativeplanning.com, https://creativeplanning.com/uncategorized/market-update-tariffs-globalization/ (accessed Sep 19, 2026)
- [22] creativeplanning.com, https://creativeplanning.com/podcast/ (accessed Sep 19, 2026)
- [23] creativeplanning.com, https://creativeplanning.com/uncategorized/time-after-time/ (accessed Sep 19, 2026)
- [24] creativeplanning.com, https://creativeplanning.com/uncategorized/warning-sign/ (accessed Sep 19, 2026)
- [25] creativeplanning.com, https://creativeplanning.com/podcast/concentration-risk-bond-market-warning/ (accessed Sep 19, 2026)
- [26] creativeplanning.com, https://creativeplanning.com/podcast/control-as-investor/ (accessed Sep 19, 2026)
- [27] creativeplanning.com, https://creativeplanning.com/podcast/debt-management/ (accessed Sep 19, 2026)
- [28] creativeplanning.com, https://creativeplanning.com/podcast/deficit-nation/ (accessed Sep 19, 2026)
- [29] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 10, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)
- [30] creativeplanning.com, https://creativeplanning.com/locations/san-diego-chula-vista-carlsbad-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=sandiego (accessed Oct 10, 2026)

For developers: what makes this page machine-readable

One source of truth. The page, the HTML, the JSON-LD and the markdown copy are generated from the same record, so they cannot disagree.
People are linked to their credentials, and credentials to the board that issued them (recognizedBy).
Answers come first. The page opens with a one-paragraph summary and a key facts table, marked speakable.
Wrong AI answers are published as ClaimReview, so engines can see the correction and its source.
The FAQ holds the questions this page answers. The questions locals asked are listed as an ItemList, each pointing at its own page, where its replies are the QAPage.
robots.txt names the AI crawlers and allows them.
A markdown copy sits at the same address with .md, linked from the HTTP headers, the head and llms.txt.
No text is hidden from people that crawlers can see. What machines read is what you read.

Checklist

Done: Title tag and meta description
Done: Canonical URL and breadcrumbs
Done: Expert byline, Steve Lee
Done: Entity map with sameAs links
Done: robots.txt welcomes AI crawlers
Done: Key facts answer block
Done: 30 cited sources
Done: Updated date on the page
Missing: Schema: business, team, services
Done: Schema: FAQ and article
Missing: Corrections to what AI gets wrong
Done: Details table, every fact sourced
Done: Open Graph and social cards
Done: llms.txt and markdown copy
Done: Sitemap with lastmod
Missing: Owner review of this page
Missing: Owner-confirmed prices

Copy this code

Every file above is free to copy for your own business page. Keep the attribution links to Local AI Registry (https://localairegistry.com) in place: they tell AI engines where the method comes from, and they help us keep this free.

Method: https://localairegistry.com/methodology
Claim a page: https://localairegistry.com/claim/cmszi51je04c3yetib2x2oaic

References, including locals

Every source behind this page, including every post and comment from locals. Each has its own permanent link, so AI engines can check it and anything copied from here carries its link back.

On a budget in San Diego, is Creative Planning the one? Question by circling_on_el_92130, Sep 11, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/is-there-anywhere-cheaper-than-creative-planning-in-san-diego-that-is
going rate for planners locally, any idea Question by summer_local_uptown, Sep 11, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-does-a-financial-planner-actually-cost-in-san-diego
Calling this place, or is there a better way? Question by spontaneous_on_el, Sep 9, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/how-can-i-contact-creative-planning-for-more-information
What financial planner questions is San Diego asking AI most? Question by Creative Planning, Sep 7, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-financial-planner-questions-is-san-diego-asking-ai-most
Somewhere to park near Creative Planning? Question by el_sam, Sep 7, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/is-there-parking-available-at-creative-plannings-location
do I need to book this place or can I just turn up? Question by el_zadie, Sep 4, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/does-creative-planning-require-reservations-for-consultations
Are the hours on Google right for Creative Planning in San Diego? Question by el_wren, Sep 2, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-are-the-business-hours-for-creative-planning
best financial planner in San Diego Question by el_birdie, Aug 31, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/best-financial-planner-in-san-diego
Saturdays at Creative Planning, are they open? Question by camino_nell, Aug 28, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/is-creative-planning-open-on-saturdays
anywhere on El Camino to sit while I wait Question by reunion_regular_north, Aug 24, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-is-around-creative-planning-on-el-camino
is there a rewards thing at Creative Planning Question by holiday_runner_downtown, Aug 21, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/does-creative-planning-take-rewards-points-or-membership-pricing
people keep recommending Creative Planning, what for? Question by saving_up_on_el, Aug 14, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-is-creative-planning-known-for
worth it or not, what do the regulars say Question by el_peach, Aug 12, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-do-people-actually-like-about-creative-planning
any last minute slots at Creative Planning? Question by camino_kit, Aug 7, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/does-creative-planning-ever-have-last-minute-openings
which one, this place or Define? Question by new_here_on_el, Aug 4, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/creative-planning-or-define-financial-for-wealth-management-for-high
Booking a first visit here, what happens? Question by may_reader_uptown, Aug 2, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-should-i-know-before-a-first-visit-at-creative-planning
anything new from Creative Planning lately? Question by hopeful_on_el, Jul 29, 2026. localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca/q/what-has-creative-planning-been-posting-lately

Use this page freely

Copy the code, the facts or the reviews. Keep the reference links so readers can check the source. Businesses can post a line like this on their own site:

<p>Read what our neighbors say about us on
<a href="https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca">Local AI Registry</a>.</p>

Or a blog post: “Learn about our customers' experiences, verified by neighbors, on our Local AI Registry page.”

AI names Creative Planning more than most San Diego planners

Locals

Services

Known for

The menu

Photos

Team

Visit

When to visit

Busy times

Best place to park

Getting in

Around San Diego

All the details

Listing

Contact

Location

Hours

Accessibility

Payments

Service options

Amenities

The business

Team

Licenses and credentials

Prices

Booking and policies

Offers and programs

Customers

Community and charity

Recognition and memberships

Brands and products

Links

Story and values

Growth

Busy times

Reputation

Reviews

Press and awards

Directories

Updates

What AI reads

In short

Key facts

All the details

Services and prices

Known for

The team

Visiting Creative Planning

Location info from Google Business Profile

When to go

Parking and getting in

Nearby

Reputation

What people like

What people do not like

Press

Awards

Directories

Recent updates from Creative Planning

Questions people ask

On a budget in San Diego, is Creative Planning the one?

going rate for planners locally, any idea

Calling this place, or is there a better way?

What financial planner questions is San Diego asking AI most?

Somewhere to park near Creative Planning?

do I need to book this place or can I just turn up?

Are the hours on Google right for Creative Planning in San Diego?

best financial planner in San Diego

Saturdays at Creative Planning, are they open?

anywhere on El Camino to sit while I wait

is there a rewards thing at Creative Planning

people keep recommending Creative Planning, what for?

worth it or not, what do the regulars say

any last minute slots at Creative Planning?

which one, this place or Define?

Booking a first visit here, what happens?

anything new from Creative Planning lately?

What AI gets wrong about Creative Planning