local ai registry · agent view · /biz/ca/san-diego/creative-planning-san-diego-ca

# Creative Planning

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/creative-planning-san-diego-ca

**AI Score: 27/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Creative Planning was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Creative Planning was not mentioned.

## 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.

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

## What reviews say

> 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

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

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 41 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 85 |
| Backlink & citation authority | 8% | 64 |
| Google Business Profile | 8% | 79 |
| Speed & mobile | 7% | 70 |
| Content freshness & schema | 5% | 83 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28

Creative Planning ranks 5 of 29 in its category here.

## Facts

- Address: 11260 El Camino Real Ste 220, San Diego, CA 92130, USA
- Phone: (858) 764-7120
- Website: creativeplanning.com
- Hours Mon: 8:00 AM – 5:00 PM
- Hours Tue: 8:00 AM – 5:00 PM
- Hours Wed: 8:00 AM – 5:00 PM
- Hours Thu: 8:00 AM – 5:00 PM
- Hours Fri: 8:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### 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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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.