Local AI Registry

Financial Planner

Creative Planning

The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.

11260 El Camino Real Ste 220

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27/100
Poor

65 or better is good. 45 to 64 is fair. Under 45 is poor.

Verified August 19, 2026

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Creative Planning — San Diego, California
Creative Planning · 11260 El Camino Real Ste 220

What AI says about Creative.1

We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.

ChatGPT

Not named

Asked “best financial planner in San Diego”

ChatGPT answered with other businesses. Creative Planning was not mentioned.

Checked August 19, 2026

Perplexity

No answer

We have no answer from Perplexity to show.

Gemini

Not named

Asked “best financial planner in San Diego”

Gemini answered with other businesses. Creative Planning was not mentioned.

Checked August 19, 2026

Named by 0 of 2 assistants as of August 19, 2026. We have no answer on record from 1 more.

Reputation

What they’re known for.2

Drawn from live Google search results — the searches this business surfaces for when people look nearby. What its customers say is a separate read, below.

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.

Wealth Management for High Net Worth Individuals
Financial Advisors for High Net Worth Individuals
High-Net-Worth Financial Advisors

What people keep saying.3

Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.

Clients of Creative Planning describe a reassuring and supportive experience, emphasizing the personalized attention from their financial advisors. Many reviewers highlight the thorough explanations and understanding of individual financial goals, creating a sense of trust and comfort in their financial planning journey.

Consistently praised

Jenifer's attentive service
Andrew and Rob's clear retirement plan presentations
Charlie Webb's responsive management
Mike Batista and Greg Trainor's thorough portfolio reviews
Matt Phillips' strategic guidance

Recurring complaints

None found — we read the lowest-rated reviews too, and no complaint repeats.

The bottom line: Creative Planning stands out for its personalized service and comprehensive financial planning, fostering long-term client relationships.

The score, explained

Why 27.4

Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.

Higher than 79% of financial planners in San Diego.

Scanned August 19, 2026

SignalScore /100
Retrieval groundingWhether 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.
0
Off-property attestationVolume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.
41
AI visibilityWhether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.
0
Reviews & responseThe 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.
85
Backlink & citation authorityDomain authority and editorial quality of the sources that attest to you.
64
Google Business ProfileRequired and recommended fields; update cadence. The listing AI pulls from first.
79
Speed & mobileCore Web Vitals at the 75th percentile, on a real phone.
70
Content freshness & schemaCrawl recency, intent alignment, valid JSON-LD, canonicals.
83

What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.

Read the full methodology

Standing

Where the entry ranks.

5th

of 29 financial planners in San Diego, ranked by AI Score.

See the San Diego leaderboard

The facts

Address11260 El Camino Real Ste 220, San Diego, CA 92130, USA
Hours
Today (Tue) · 8:00 AM – 5:00 PM
  • Monday8:00 AM – 5:00 PM
  • Tuesday8:00 AM – 5:00 PM
  • Wednesday8:00 AM – 5:00 PM
  • Thursday8:00 AM – 5:00 PM
  • Friday8:00 AM – 5:00 PM
  • SaturdayClosed
  • SundayClosed
Phone(858) 764-7120
Websitecreativeplanning.com
Map of the area around Creative Planning
Open in Google Maps ↗© Mapbox © OpenStreetMap

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Questions

About Creative Planning.

What are the business hours for Creative Planning?

Creative Planning is open Monday through Friday from 8:00 AM to 5:00 PM. They are closed on Saturdays and Sundays.

Does Creative Planning require reservations for consultations?

The business does not require reservations for consultations, allowing clients to reach out as needed.

What is Creative Planning known for?

Creative Planning is known for providing exceptional financial planning services, with a focus on personalized advice and a strong commitment to client satisfaction.

Is there parking available at Creative Planning's location?

Yes, there is parking available at Creative Planning's location at 11260 El Camino Real Ste 220, San Diego, CA.

How can I contact Creative Planning for more information?

Interested clients can contact Creative Planning by phone at (858) 764-7120 or visit their website at https://creativeplanning.com/locations/san-diego-chula-vista-carlsbad-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=sandiego.

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What AI says about you today

The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.

Your fix list

Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.

Correct the details AI reads

Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.

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