Open Saturdays here?
Question · by weekend_only_in_so · Member since Sep 2026 · 1 post · 7w7 weeks ago
Creative Planning
UnclaimedFinancial planner in Sherman Oaks, CA
5.0 · 1 reviewOpens today at 8 AMOpens today at 8 AM
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.
Eligible to offer 20% cashback to customers who shop here.OrbitBack
Add your name so AI can say who owns the business
Unclaimed · Add the year you opened so AI can say how long you've been open
ConfirmedVisitor submittedAI guess
Updated Aug 3, 2026Last activity 1 month ago, a question from weekend_only_in_so.
Locals
5 asked · 0 answered by Creative Planning
Any membership pricing at Creative Planning?
Question · by picky_on_ventura · Member since Aug 2026 · 3 posts · 7w7 weeks ago
anything good on Ventura to kill time near this place?
Question · by reunion_runner_downtown · Member since Jul 2026 · 74 posts · 7w7 weeks ago
is there parking at Creative Planning or is it street only?
Question · by wedding_reader_uptown · Member since Jul 2026 · 65 posts · 7w7 weeks ago
best financial planner in Sherman Oaks
Question · by autumn_sitter_uptown · Member since Jul 2026 · 96 posts · 7w7 weeks ago
Services
What Creative Planning offers, what it costs, and what people come for.
The menu
Creative Planning lists 27 services on its website. These are the 13 people ask about most, with a plain description and how many reviews mention each.
ServiceCategoryDescription
4 key questionsFrom their website
Financial planner
The 4 key questions service helps clients clarify their financial goals and priorities. This session typically lasts about an hour and focuses on understanding personal values and objectives to create a tailored financial strategy.
5 lessons from money simplifiedFrom their website
Financial planner
The 5 lessons from money simplified service provides essential insights into effective financial management. This session is designed to simplify complex concepts, helping clients make informed decisions about their finances.
7 lessons from 2025From their website
Financial planner
The 7 lessons from 2025 service offers forward-looking insights based on anticipated economic trends. This session helps clients prepare for future financial landscapes and adjust their strategies accordingly.
Half timeFrom their website
Financial planner
Half time is a financial review service that assesses progress towards financial goals midway through a planning period. This session typically lasts about an hour and provides an opportunity to adjust strategies as needed.
InstitutionalFrom their website
Financial planner
The institutional service focuses on providing financial planning solutions tailored for organizations and institutions. Our expertise in this area helps clients navigate complex financial landscapes and make informed decisions.
7 lessons from jack bogleFrom their website
Financial planner
The 7 lessons from Jack Bogle service distills key investment principles from the founder of Vanguard. This session emphasizes long-term investment strategies that can help clients build wealth over time.
Market update tariffs globalizationFrom their website
Financial planner
The market update on tariffs and globalization provides clients with insights into current economic conditions and their potential impact on investments. This service helps clients stay informed and adjust their strategies as necessary.
PodcastsFrom their website
Financial planner
Our podcasts cover a variety of financial topics, offering insights and expert opinions to help clients navigate their financial journeys. Each episode is designed to be informative and accessible for listeners at any level.
Concentration risk bond market warningFrom their website
Financial planner
The concentration risk bond market warning service highlights potential risks associated with investing in specific bond markets. This session aims to educate clients on diversification strategies to mitigate risk.
Control as investorFrom their website
Financial planner
Control as investor focuses on empowering clients to take charge of their investment decisions. This service provides strategies and tools to help clients feel confident in their financial choices.
Debt managementFrom their website
Financial planner
The debt management service assists clients in developing strategies to effectively manage and reduce their debt. This session typically involves a thorough analysis of financial situations and tailored solutions.
Warning signFrom their website
Financial planner
The warning sign service identifies potential red flags in clients' financial strategies. This session aims to help clients recognize issues early and make necessary adjustments to stay on track.
Deficit nationFrom their website
Financial planner
The deficit nation service explores the implications of national debt and its effects on personal finance. This session provides context for understanding broader economic trends and their impact on individual financial planning.
See all 27 services
Dont delayFrom their website
Financial planner
The dont delay service emphasizes the importance of timely financial planning and decision-making. This session encourages clients to take proactive steps towards securing their financial futures.
Failed predictionsFrom their website
Financial planner
The failed predictions service examines past economic forecasts and their inaccuracies. This session helps clients understand the unpredictability of markets and the importance of adaptable financial strategies.
10 lessons from jonathan clementsFrom their website
Financial planner
The 10 lessons from Jonathan Clements service shares valuable insights from a respected financial journalist. This session focuses on practical advice for managing personal finances effectively.
10 lessons from warren buffettFrom their website
Financial planner
The 10 lessons from Warren Buffett service distills investment wisdom from one of the most successful investors. This session provides clients with timeless principles to guide their investment strategies.
2022 market outlook predictably unpredictableFrom their website
Financial planner
The 2022 market outlook predictably unpredictable is an analysis of current economic trends and potential market movements. We provide insights that help clients understand the factors influencing their financial decisions, allowing for informed planning in an ever-changing landscape.
3 ring circusFrom their website
Financial planner
The 3 ring circus service explores the complexities of managing multiple financial priorities. This session helps clients develop strategies to balance various aspects of their financial lives.
Ai exuberanceFrom their website
Financial planner
The AI exuberance service discusses the impact of artificial intelligence on financial markets. This session provides insights into emerging trends and potential investment opportunities.
Ai magnificent 7 tariffs 2026From their website
Financial planner
The AI magnificent 7 tariffs 2026 service examines anticipated changes in tariffs and their implications for the economy. This session helps clients understand how these factors may affect their investment strategies.
All about alternativesFrom their website
Financial planner
The all about alternatives service focuses on alternative investment strategies beyond traditional assets. This session educates clients on the potential benefits and risks of diversifying their portfolios.
Asset allocationFrom their website
Financial planner
The asset allocation service assists clients in determining the optimal distribution of their investments across various asset classes. This session aims to align investment strategies with individual risk tolerance and goals.
Bearing upFrom their website
Financial planner
The bearing up service provides support and guidance for clients facing financial challenges. This session focuses on developing resilience and strategies for overcoming obstacles.
Biggest 2023 surpriseFrom their website
Financial planner
The biggest 2023 surprise service analyzes unexpected developments in the financial landscape. This session aims to help clients adapt their strategies in response to unforeseen changes.
Dollar reserve currencyFrom their website
Financial planner
The dollar reserve currency service explores the implications of the U.S. dollar's status in global markets. This session helps clients understand how currency dynamics can impact their investments.
Time after timeFrom their website
Financial planner
The time after time service emphasizes the importance of consistent financial planning over time. This session encourages clients to adopt a long-term perspective in their financial strategies.
- 4 key questionsFrom their websiteFinancial planner
- 5 lessons from money simplifiedFrom their websiteFinancial planner
- 7 lessons from 2025From their websiteFinancial planner
- Half timeFrom their websiteFinancial planner
- InstitutionalFrom their websiteFinancial planner
- 7 lessons from jack bogleFrom their websiteFinancial planner
- Market update tariffs globalizationFrom their websiteFinancial planner
- PodcastsFrom their websiteFinancial planner
- Concentration risk bond market warningFrom their websiteFinancial planner
- Control as investorFrom their websiteFinancial planner
- Debt managementFrom their websiteFinancial planner
- Warning signFrom their websiteFinancial planner
- Deficit nationFrom their websiteFinancial planner
- Dont delayFrom their websiteFinancial planner
- Failed predictionsFrom their websiteFinancial planner
- 10 lessons from jonathan clementsFrom their websiteFinancial planner
- 10 lessons from warren buffettFrom their websiteFinancial planner
- 2022 market outlook predictably unpredictableFrom their websiteFinancial planner
- 3 ring circusFrom their websiteFinancial planner
- Ai exuberanceFrom their websiteFinancial planner
- Ai magnificent 7 tariffs 2026From their websiteFinancial planner
- All about alternativesFrom their websiteFinancial planner
- Asset allocationFrom their websiteFinancial planner
- Bearing upFrom their websiteFinancial planner
- Biggest 2023 surpriseFrom their websiteFinancial planner
- Dollar reserve currencyFrom their websiteFinancial planner
- Time after timeFrom their websiteFinancial planner
Photos
Add media AI can read
No code detected[Photo 1]Team
Who you'll see, and whether their licenses check out.Visit
When it's quiet, where to park, and what's nearby.
Best place to park
Add your parking so AI can tell people where to parkGetting in
Add how to find your door so AI can walk people inAddress15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA
Phone(866) 273-2848
Websitecreativeplanning.com
Mon to Fri8 AM to 5 PM
Sun, SatClosed
Around Sherman Oaks
Ben & Jerry’s is an ice cream shop next door. The Cheesecake Factory is an American restaurant next door. Almost Famous LA, a hamburger restaurant, is a 1 minute walk. Buffalo Wild Wings, a chicken wings restaurant, is a 1 minute walk.
- 1Ben & Jerry’sIce cream shop · next door
- 2The Cheesecake FactoryAmerican restaurant · next door
- 3Almost Famous LAHamburger restaurant · a 1 minute walk
- 4Buffalo Wild WingsChicken wings restaurant · a 1 minute walk
- 5P.F. Chang'sChinese restaurant · a 1 minute walk
- 6Cheese TheoryPizza restaurant · a 2 minute walk
Nearby places from Google Maps, read Sep 18, 2026.
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.
Listing
NameCreative Planning
Primary categoryFinancial Planner
Other categoryAdd this so AI can answer it
Opening dateAdd this so AI can answer it
Contact
Phone(866) 273-2848
Websitecreativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca
Menu linkAdd this so AI can answer it
Booking linkAdd this so AI can answer it
MessagingAdd this so AI can answer it
Location
Address15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA
Plus codeAdd this so AI can answer it
Located inAdd this so AI can answer it
Service areaAdd this so AI can answer it
Hours
Monday8 AM to 5 PM
Tuesday8 AM to 5 PM
Wednesday8 AM to 5 PM
Thursday8 AM to 5 PM
Friday8 AM to 5 PM
SaturdayClosed
SundayClosed
Special hoursAdd this so AI can answer it
Holiday hoursAdd this so AI can answer it
Accessibility
Wheelchair-accessible entranceAdd this so AI can answer it
Wheelchair-accessible parkingAdd this so AI can answer it
Wheelchair-accessible restroomAdd this so AI can answer it
Wheelchair-accessible seatingAdd this so AI can answer it
Assistive hearing loopAdd this so AI can answer it
Payments
MastercardAdd this so AI can answer it
American ExpressAdd this so AI can answer it
DiscoverAdd this so AI can answer it
Debit cardsAdd this so AI can answer it
Apple PayAdd this so AI can answer it
Google PayAdd this so AI can answer it
FinancingAdd this so AI can answer it
HSA or FSA cardsAdd this so AI can answer it
Service options
Appointment requiredAdd this so AI can answer it
Walk-insAdd this so AI can answer it
Onsite servicesAdd this so AI can answer it
Online appointmentsAdd this so AI can answer it
Online estimatesAdd this so AI can answer it
Amenities
RestroomAdd this so AI can answer it
ParkingAdd this so AI can answer it
Gender-neutral restroomAdd this so AI can answer it
Language assistanceAdd this so AI can answer it
The business
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Team
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Licenses and credentials
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Liability insuranceAdd this so AI can answer it
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Prices
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ConsultationAdd this so AI can answer it
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Membership planAdd this so AI can answer it
First-visit offerAdd this so AI can answer it
Booking and policies
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Book by phoneAdd this so AI can answer it
CancellationAdd this so AI can answer it
Late cancel or no-show feeAdd this so AI can answer it
Late arrivalAdd this so AI can answer it
Minimum ageAdd this so AI can answer it
RefundsAdd this so AI can answer it
Children in the waiting roomAdd this so AI can answer it
Offers and programs
Gift cardsAdd this so AI can answer it
Loyalty programAdd this so AI can answer it
Referral programAdd this so AI can answer it
Financing partnerAdd this so AI can answer it
Military or teacher discountAdd this so AI can answer it
Customers
Customers served a yearAdd this so AI can answer it
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Most popular first visitAdd this so AI can answer it
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Busiest monthAdd this so AI can answer it
Community and charity
CharityAdd this so AI can answer it
Donated last yearAdd this so AI can answer it
Volunteer hours a yearAdd this so AI can answer it
Local sponsorshipAdd this so AI can answer it
Free or reduced-cost servicesAdd this so AI can answer it
Recognition and memberships
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BBB profileAdd this so AI can answer it
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Speaking or teachingAdd this so AI can answer it
Brands and products
Links
Websitecreativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca
Instagraminstagram.com/creativeplanning_llc
Facebookfacebook.com/creativeplanninginc
YouTubeAdd this so AI can answer it
LinkedInAdd this so AI can answer it
Google reviewsAdd this so AI can answer it
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Careers pageAdd this so AI can answer it
Newsletter signupAdd this so AI can answer it
Story and values
MissionAdd this so AI can answer it
Founder storyAdd this so AI can answer it
What makes it differentAdd this so AI can answer it
Eco practiceAdd this so AI can answer it
Local supplierAdd this so AI can answer it
Growth
New service this yearAdd this so AI can answer it
Open jobAdd this so AI can answer it
New location plannedAdd this so AI can answer it
Year-over-year growthAdd this so AI can answer it
Reputation
What reviews, press and directories say about Creative Planning.
Reviews
Add reviews AI can read5.0from 1 review on Google
Not enough review detail to summarise confidently. Not enough substantive reviews yet — the digital story for this business is still being written.
- 5100%
- 40%
- 30%
- 20%
- 10%
Would go back100%100% of reviews give the visit 4 or 5 stars.Positive 100%, 4 or 5 stars · Neutral 0%, 3 stars · Negative 0%, 1 or 2 stars
Share your review link so AI can say what customers likePress and awards
Add press AI can readDirectories
Add to directories AI readsUpdates
Post an updateHow AI sees Creative Planning
The AI Score is out of 100, read from 8 signals across search and AI.
36out of 100
What the score is made of
Signal and how much it countsCreative Planning
- Retrieval grounding 26%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.25
- Off-property attestation 20%Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.40
- AI visibility 14%Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.29
- Reviews & response 12%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.29
- Backlink & citation authority 8%Domain authority and editorial quality of the sources that attest to you.64
- Google Business Profile 8%Required and recommended fields; update cadence. The listing AI pulls from first.79
- Speed & mobile 7%Core Web Vitals at the 75th percentile, on a real phone.37
- Content freshness & schema 5%Crawl recency, intent alignment, valid JSON-LD, canonicals.63
Every business is scored the same way, and nobody can pay for a better score.
See exactly what AI says about you, and how to get picked
Creative Planning, as AI sees it. Blue signals help Creative Planning, and red ones hold it back.
- The questions people ask Gemini and ChatGPT about financial planners in Sherman Oaks, and who they name instead of you
- What AI gets wrong about you, next to what’s true
- What to change first so AI names you
Claiming your page is free.
What AI reads
The page ChatGPT, Gemini, Perplexity and Google read about Creative Planning. The code version is exactly what their crawlers get.
Local AI Registry · Financial planners in Sherman Oaks, CA · Editorial
Creative Planning, Sherman Oaks CA: Reviews
By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.
Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below
In short
Creative Planning is a financial planner in Sherman Oaks, CA. Its AI Score is 36 of 100, which is poor.
What each mark on this page means: https://localairegistry.com/methodology#marks
Key facts
| Fact | Value |
|---|---|
| Type | Financial planner |
| Address | 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA |
| Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (866) 273-2848 |
| Rating | 5.0 across 1 review on Google |
| Updated | August 3, 2026 |
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 | 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA | Confirmed | Google Business Profile |
| 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 |
| Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Creative Planning | Confirmed | Google Business Profile |
| Location info | Phone | (866) 273-2848 | Confirmed | Google Business Profile |
| Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | 10 lessons from jonathan clements | From their website | Business website |
| Services | Service | 10 lessons from warren buffett | From their website | Business website |
| Services | Service | 2022 market outlook predictably unpredictable | From their website | Business website |
| Services | Service | 3 ring circus | From their website | Business website |
| Services | Service | 4 key questions | From their website | Business website |
| Services | Service | 5 lessons from money simplified | From their website | Business website |
| Services | Service | 7 lessons from 2025 | From their website | Business website |
| Services | Service | 7 lessons from jack bogle | From their website | Business website |
| Services | Service | Ai exuberance | From their website | Business website |
| Services | Service | Ai magnificent 7 tariffs 2026 | From their website | Business website |
| Services | Service | All about alternatives | From their website | Business website |
| Services | Service | Asset allocation | From their website | Business website |
| Services | Service | Bearing up | From their website | Business website |
| Services | Service | Biggest 2023 surprise | From their website | Business website |
| Services | Service | Business consulting | AI guess | |
| Services | Service | Concentration risk bond market warning | From their website | Business website |
| Services | Service | Control as investor | From their website | Business website |
| Services | Service | Debt management | From their website | Business website |
| Services | Service | Deficit nation | From their website | Business website |
| Services | Service | Dollar reserve currency | From their website | Business website |
| Services | Service | Dont delay | From their website | Business website |
| Services | Service | Failed predictions | From their website | Business website |
| Services | Service | Financial planning | AI guess | |
| Services | Service | Half time | From their website | Business website |
| Services | Service | Institutional | From their website | Business website |
| Services | Service | Insurance services | AI guess | |
| Services | Service | Investment management | AI guess | |
| Services | Service | Market update tariffs globalization | From their website | Business website |
| Services | Service | Podcasts | From their website | Business website |
| Services | Service | Retirement planning | AI guess | |
| Services | Service | Tax services | AI guess | |
| Services | Service | Technology services for businesses | AI guess | |
| Services | Service | Time after time | From their website | Business website |
| Services | Service | Trust and estate planning | AI guess | |
| Services | Service | Warning sign | From their website | Business website |
| Services | Service | Wealth management | AI guess | |
| Links | https://www.facebook.com/creativeplanninginc | Confirmed | Business website | |
| Links | https://www.instagram.com/creativeplanning_llc | Confirmed | Business website | |
| Links | Website | https://creativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca | Confirmed | Google Business Profile |
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 | From their website | |||
| 5 lessons from money simplified | From their website | |||
| 7 lessons from 2025 | From their website | |||
| Half time | From their website | |||
| Institutional | From their website | |||
| 7 lessons from jack bogle | From their website | |||
| Market update tariffs globalization | From their website | |||
| Podcasts | From their website | |||
| Concentration risk bond market warning | From their website | |||
| Control as investor | From their website | |||
| Debt management | From their website | |||
| Warning sign | From their website | |||
| Deficit nation | From their website | |||
| Dont delay | From their website | |||
| Failed predictions | From their website | |||
| 10 lessons from jonathan clements | From their website | |||
| 10 lessons from warren buffett | From their website | |||
| 2022 market outlook predictably unpredictable | From their website | |||
| 3 ring circus | From their website | |||
| Ai exuberance | From their website | |||
| Ai magnificent 7 tariffs 2026 | From their website | |||
| All about alternatives | From their website | |||
| Asset allocation | From their website | |||
| Bearing up | From their website | |||
| Biggest 2023 surprise | From their website | |||
| Dollar reserve currency | From their website | |||
| Time after time | From their website |
Known for
The team
Visiting Creative Planning
Address: 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA. Phone: (866) 273-2848. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)
Location info from Google Business Profile
From 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."
Parking and getting in
Add your parking so AI can tell people where to parkAdd how to find your door so AI can walk people in
Nearby
| Place | Type | Distance |
|---|---|---|
| Ben & Jerry’s | Ice cream shop | 1 min walk |
| The Cheesecake Factory | American restaurant | 1 min walk |
| Almost Famous LA | Hamburger restaurant | 1 min walk |
| Buffalo Wild Wings | Chicken wings restaurant | 1 min walk |
| P.F. Chang's | Chinese restaurant | 1 min walk |
| Cheese Theory | Pizza restaurant | 2 min walk |
Reputation
5.0 average across 1 review: Google 1. (Confirmed, read August 3, 2026.)
Not enough review detail to summarise confidently. (AI guess, from 1 review.)
Press
Awards
Directories
Questions people ask
Open Saturdays here?
Any membership pricing at Creative Planning?
is there parking at Creative Planning or is it street only?
best financial planner in Sherman Oaks
anything good on Ventura to kill time near this place?
what does Creative Planning actually get right?
torn between Creative Planning and Premier Financial?
prices round here, anyone got a number
walk ins, or is it booked solid
Calling this place, or is there a better way?
do I need to book this place or can I just turn up?
last update from here was when?
opening hours at Creative Planning in Sherman Oaks, what are they these days?
somewhere cheaper in Sherman Oaks that is not a risk?
anyone tell me what a first visit here involves
The AI Score: 36 of 100
It measures how likely AI engines are to recommend a business, and how accurately. Sherman Oaks financial planners run 21 to 38. Fair starts at 45, good at 65. Creative Planning scores 36. The same method scores every business on the registry.
| Signal | Weight | Score | What it measures | Creative Planning |
|---|---|---|---|---|
| Retrieval grounding | 26 | 25 | 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 | 40 | 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 | 29 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 29 | 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. | Poor |
| 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 | 37 | Core Web Vitals at the 75th percentile, on a real phone. | Poor |
| Content freshness & schema | 5 | 63 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |
Full method: https://localairegistry.com/methodology
How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business
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/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca | Subject of this page |
| Sherman Oaks, California | City | #city | 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/steve-lee | Author of this page |
Topical map
Where this page sits in the registry. It's one profile among the financial planners in Sherman Oaks, linked to the lists and towns around it.
Lists
- Best financial planners in Sherman Oaks: https://localairegistry.com/leaderboards/ca/sherman-oaks/financial-planner
- Best businesses in Sherman Oaks: https://localairegistry.com/leaderboards/ca/sherman-oaks
Nearby
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view
Every list
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References
Show references (30)
Sources cited
- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ9asJ0OiXwoARc8VLhhPjlUs (accessed Aug 3, 2026)
- [2] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-jonathan-clements/ (accessed Sep 18, 2026)
- [3] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-warren-buffett/ (accessed Sep 18, 2026)
- [4] creativeplanning.com, https://creativeplanning.com/podcast/2022-market-outlook-predictably-unpredictable/ (accessed Sep 18, 2026)
- [5] creativeplanning.com, https://creativeplanning.com/uncategorized/3-ring-circus/ (accessed Sep 18, 2026)
- [6] creativeplanning.com, https://creativeplanning.com/podcast/4-key-questions/ (accessed Sep 18, 2026)
- [7] creativeplanning.com, https://creativeplanning.com/podcast/5-lessons-from-money-simplified/ (accessed Sep 18, 2026)
- [8] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-2025/ (accessed Sep 18, 2026)
- [9] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-jack-bogle/ (accessed Sep 18, 2026)
- [10] creativeplanning.com, https://creativeplanning.com/podcast/ai-exuberance/ (accessed Sep 18, 2026)
- [11] creativeplanning.com, https://creativeplanning.com/podcast/ai-magnificent-7-tariffs-2026/ (accessed Sep 18, 2026)
- [12] creativeplanning.com, https://creativeplanning.com/podcast/all-about-alternatives/ (accessed Sep 18, 2026)
- [13] creativeplanning.com, https://creativeplanning.com/podcast/asset-allocation/ (accessed Sep 18, 2026)
- [14] creativeplanning.com, https://creativeplanning.com/podcast/bearing-up/ (accessed Sep 18, 2026)
- [15] creativeplanning.com, https://creativeplanning.com/podcast/biggest-2023-surprise/ (accessed Sep 18, 2026)
- [16] creativeplanning.com, https://creativeplanning.com/podcast/dollar-reserve-currency/ (accessed Sep 18, 2026)
- [17] creativeplanning.com, https://creativeplanning.com/podcast/dont-delay/ (accessed Sep 18, 2026)
- [18] creativeplanning.com, https://creativeplanning.com/uncategorized/failed-predictions/ (accessed Sep 18, 2026)
- [19] creativeplanning.com, https://creativeplanning.com/uncategorized/half-time/ (accessed Sep 18, 2026)
- [20] creativeplanning.com, https://creativeplanning.com/401k-retirement-plans/institutional/ (accessed Sep 18, 2026)
- [21] creativeplanning.com, https://creativeplanning.com/uncategorized/market-update-tariffs-globalization/ (accessed Sep 18, 2026)
- [22] creativeplanning.com, https://creativeplanning.com/podcast/ (accessed Sep 18, 2026)
- [23] creativeplanning.com, https://creativeplanning.com/uncategorized/time-after-time/ (accessed Sep 18, 2026)
- [24] creativeplanning.com, https://creativeplanning.com/uncategorized/warning-sign/ (accessed Sep 18, 2026)
- [25] creativeplanning.com, https://creativeplanning.com/podcast/concentration-risk-bond-market-warning/ (accessed Sep 18, 2026)
- [26] creativeplanning.com, https://creativeplanning.com/podcast/control-as-investor/ (accessed Sep 18, 2026)
- [27] creativeplanning.com, https://creativeplanning.com/podcast/debt-management/ (accessed Sep 18, 2026)
- [28] creativeplanning.com, https://creativeplanning.com/podcast/deficit-nation/ (accessed Sep 18, 2026)
- [29] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 18, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
- [30] creativeplanning.com, https://creativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca (accessed Oct 18, 2026)
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The article as plain text: the same headings, facts, marks and sources.
# Creative Planning, Sherman Oaks CA: Reviews Source: Local AI Registry, https://localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03. Canonical: https://localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca ## Photos -  ## In short Creative Planning is a financial planner in Sherman Oaks, CA. Its AI Score is 36 of 100, which is poor. What each mark on this page means: https://localairegistry.com/methodology#marks ## Key facts | Fact | Value | | --- | --- | | Type | Financial planner | | Address | 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA | | Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun | | Phone | (866) 273-2848 | | Rating | 5.0 across 1 review on Google | | Updated | August 3, 2026 | ## 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 | 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA | Confirmed | Google Business Profile | | 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 | | Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile | | Location info | Name | Creative Planning | Confirmed | Google Business Profile | | Location info | Phone | (866) 273-2848 | Confirmed | Google Business Profile | | Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Saturday | Closed | Confirmed | Google Business Profile | | Hours | Sunday | Closed | Confirmed | Google Business Profile | | Services | Service | 10 lessons from jonathan clements | From their website | Business website | | Services | Service | 10 lessons from warren buffett | From their website | Business website | | Services | Service | 2022 market outlook predictably unpredictable | From their website | Business website | | Services | Service | 3 ring circus | From their website | Business website | | Services | Service | 4 key questions | From their website | Business website | | Services | Service | 5 lessons from money simplified | From their website | Business website | | Services | Service | 7 lessons from 2025 | From their website | Business website | | Services | Service | 7 lessons from jack bogle | From their website | Business website | | Services | Service | Ai exuberance | From their website | Business website | | Services | Service | Ai magnificent 7 tariffs 2026 | From their website | Business website | | Services | Service | All about alternatives | From their website | Business website | | Services | Service | Asset allocation | From their website | Business website | | Services | Service | Bearing up | From their website | Business website | | Services | Service | Biggest 2023 surprise | From their website | Business website | | Services | Service | Business consulting | AI guess | | | Services | Service | Concentration risk bond market warning | From their website | Business website | | Services | Service | Control as investor | From their website | Business website | | Services | Service | Debt management | From their website | Business website | | Services | Service | Deficit nation | From their website | Business website | | Services | Service | Dollar reserve currency | From their website | Business website | | Services | Service | Dont delay | From their website | Business website | | Services | Service | Failed predictions | From their website | Business website | | Services | Service | Financial planning | AI guess | | | Services | Service | Half time | From their website | Business website | | Services | Service | Institutional | From their website | Business website | | Services | Service | Insurance services | AI guess | | | Services | Service | Investment management | AI guess | | | Services | Service | Market update tariffs globalization | From their website | Business website | | Services | Service | Podcasts | From their website | Business website | | Services | Service | Retirement planning | AI guess | | | Services | Service | Tax services | AI guess | | | Services | Service | Technology services for businesses | AI guess | | | Services | Service | Time after time | From their website | Business website | | Services | Service | Trust and estate planning | AI guess | | | Services | Service | Warning sign | From their website | Business website | | Services | Service | Wealth management | AI guess | | | Links | Facebook | https://www.facebook.com/creativeplanninginc | Confirmed | Business website | | Links | Instagram | https://www.instagram.com/creativeplanning_llc | Confirmed | Business website | | Links | Website | https://creativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca | Confirmed | Google Business Profile | ## 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 | | | | From their website | | 5 lessons from money simplified | | | | From their website | | 7 lessons from 2025 | | | | From their website | | Half time | | | | From their website | | Institutional | | | | From their website | | 7 lessons from jack bogle | | | | From their website | | Market update tariffs globalization | | | | From their website | | Podcasts | | | | From their website | | Concentration risk bond market warning | | | | From their website | | Control as investor | | | | From their website | | Debt management | | | | From their website | | Warning sign | | | | From their website | | Deficit nation | | | | From their website | | Dont delay | | | | From their website | | Failed predictions | | | | From their website | | 10 lessons from jonathan clements | | | | From their website | | 10 lessons from warren buffett | | | | From their website | | 2022 market outlook predictably unpredictable | | | | From their website | | 3 ring circus | | | | From their website | | Ai exuberance | | | | From their website | | Ai magnificent 7 tariffs 2026 | | | | From their website | | All about alternatives | | | | From their website | | Asset allocation | | | | From their website | | Bearing up | | | | From their website | | Biggest 2023 surprise | | | | From their website | | Dollar reserve currency | | | | From their website | | Time after time | | | | From their website | ### Known for Share your review link so AI can say what you're known for ## The team Add your team so AI can name who works here ## Visiting Creative Planning Address: 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA. Phone: (866) 273-2848. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.) ### Location info from Google Business Profile From 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." ### Parking and getting in Add your parking so AI can tell people where to park Add how to find your door so AI can walk people in ### Nearby | Place | Type | Distance | | --- | --- | --- | | Ben & Jerry’s | Ice cream shop | 1 min walk | | The Cheesecake Factory | American restaurant | 1 min walk | | Almost Famous LA | Hamburger restaurant | 1 min walk | | Buffalo Wild Wings | Chicken wings restaurant | 1 min walk | | P.F. Chang's | Chinese restaurant | 1 min walk | | Cheese Theory | Pizza restaurant | 2 min walk | ## Reputation 5.0 average across 1 review: Google 1. (Confirmed, read August 3, 2026.) Not enough review detail to summarise confidently. (AI guess, from 1 review.) ### Press Add a press story so AI can say who's written about you ### Awards Add an award so AI can name it ### Directories Get listed in directories so AI can tell you're real ## Questions people ask ### Open Saturdays here? ### Any membership pricing at Creative Planning? ### is there parking at Creative Planning or is it street only? ### best financial planner in Sherman Oaks ### anything good on Ventura to kill time near this place? ### what does Creative Planning actually get right? ### torn between Creative Planning and Premier Financial? ### prices round here, anyone got a number ### walk ins, or is it booked solid ### Calling this place, or is there a better way? ### do I need to book this place or can I just turn up? ### last update from here was when? ### opening hours at Creative Planning in Sherman Oaks, what are they these days? ### somewhere cheaper in Sherman Oaks that is not a risk? ### anyone tell me what a first visit here involves ## The AI Score: 36 of 100 It measures how likely AI engines are to recommend a business, and how accurately. Sherman Oaks financial planners run 21 to 38. Fair starts at 45, good at 65. Creative Planning scores 36. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | Creative Planning | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 25 | 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 | 40 | 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 | 29 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor | | Reviews & response | 12 | 29 | 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. | Poor | | 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 | 37 | Core Web Vitals at the 75th percentile, on a real phone. | Poor | | Content freshness & schema | 5 | 63 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair | Full method: https://localairegistry.com/methodology How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business ## 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/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca | Subject of this page | | Sherman Oaks, California | City | #city | | 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/steve-lee | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial planners in Sherman Oaks, linked to the lists and towns around it. ### Lists - Best financial planners in Sherman Oaks: https://localairegistry.com/leaderboards/ca/sherman-oaks/financial-planner - Best businesses in Sherman Oaks: https://localairegistry.com/leaderboards/ca/sherman-oaks ### Nearby - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-diego: https://localairegistry.com/leaderboards/ca/san-diego - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ9asJ0OiXwoARc8VLhhPjlUs (accessed Aug 3, 2026) - [2] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-jonathan-clements/ (accessed Sep 18, 2026) - [3] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-warren-buffett/ (accessed Sep 18, 2026) - [4] creativeplanning.com, https://creativeplanning.com/podcast/2022-market-outlook-predictably-unpredictable/ (accessed Sep 18, 2026) - [5] creativeplanning.com, https://creativeplanning.com/uncategorized/3-ring-circus/ (accessed Sep 18, 2026) - [6] creativeplanning.com, https://creativeplanning.com/podcast/4-key-questions/ (accessed Sep 18, 2026) - [7] creativeplanning.com, https://creativeplanning.com/podcast/5-lessons-from-money-simplified/ (accessed Sep 18, 2026) - [8] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-2025/ (accessed Sep 18, 2026) - [9] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-jack-bogle/ (accessed Sep 18, 2026) - [10] creativeplanning.com, https://creativeplanning.com/podcast/ai-exuberance/ (accessed Sep 18, 2026) - [11] creativeplanning.com, https://creativeplanning.com/podcast/ai-magnificent-7-tariffs-2026/ (accessed Sep 18, 2026) - [12] creativeplanning.com, https://creativeplanning.com/podcast/all-about-alternatives/ (accessed Sep 18, 2026) - [13] creativeplanning.com, https://creativeplanning.com/podcast/asset-allocation/ (accessed Sep 18, 2026) - [14] creativeplanning.com, https://creativeplanning.com/podcast/bearing-up/ (accessed Sep 18, 2026) - [15] creativeplanning.com, https://creativeplanning.com/podcast/biggest-2023-surprise/ (accessed Sep 18, 2026) - [16] creativeplanning.com, https://creativeplanning.com/podcast/dollar-reserve-currency/ (accessed Sep 18, 2026) - [17] creativeplanning.com, https://creativeplanning.com/podcast/dont-delay/ (accessed Sep 18, 2026) - [18] creativeplanning.com, https://creativeplanning.com/uncategorized/failed-predictions/ (accessed Sep 18, 2026) - [19] creativeplanning.com, https://creativeplanning.com/uncategorized/half-time/ (accessed Sep 18, 2026) - [20] creativeplanning.com, https://creativeplanning.com/401k-retirement-plans/institutional/ (accessed Sep 18, 2026) - [21] creativeplanning.com, https://creativeplanning.com/uncategorized/market-update-tariffs-globalization/ (accessed Sep 18, 2026) - [22] creativeplanning.com, https://creativeplanning.com/podcast/ (accessed Sep 18, 2026) - [23] creativeplanning.com, https://creativeplanning.com/uncategorized/time-after-time/ (accessed Sep 18, 2026) - [24] creativeplanning.com, https://creativeplanning.com/uncategorized/warning-sign/ (accessed Sep 18, 2026) - [25] creativeplanning.com, https://creativeplanning.com/podcast/concentration-risk-bond-market-warning/ (accessed Sep 18, 2026) - [26] creativeplanning.com, https://creativeplanning.com/podcast/control-as-investor/ (accessed Sep 18, 2026) - [27] creativeplanning.com, https://creativeplanning.com/podcast/debt-management/ (accessed Sep 18, 2026) - [28] creativeplanning.com, https://creativeplanning.com/podcast/deficit-nation/ (accessed Sep 18, 2026) - [29] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 18, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026) - [30] creativeplanning.com, https://creativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca (accessed Oct 18, 2026)
The files every page on the registry shares, and how to copy this code for your own site, are here: https://localairegistry.com/developers
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.
- Open Saturdays here? Question by weekend_only_in_so, Sep 14, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/is-creative-planning-open-on-saturdays
- Any membership pricing at Creative Planning? Question by picky_on_ventura, Sep 11, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/does-creative-planning-take-rewards-points-or-membership-pricing
- is there parking at Creative Planning or is it street only? Question by wedding_reader_uptown, Sep 11, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/is-there-parking-available-at-creative-planning
- best financial planner in Sherman Oaks Question by autumn_sitter_uptown, Sep 8, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/best-financial-planner-in-sherman-oaks
- anything good on Ventura to kill time near this place? Question by reunion_runner_downtown, Sep 8, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/what-is-around-creative-planning-on-ventura
- what does Creative Planning actually get right? Question by summer_regular_north, Sep 4, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/what-is-creative-planning-known-for
- torn between Creative Planning and Premier Financial? Question by sherman_oaks_van, Sep 2, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/creative-planning-or-premier-financial-consultants-for-wealth
- prices round here, anyone got a number Question by oaks_pearl, Aug 28, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/what-does-a-financial-planner-actually-cost-in-sherman-oaks
- walk ins, or is it booked solid Question by reunion_reader_downtown, Aug 24, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/does-creative-planning-ever-have-last-minute-openings
- Calling this place, or is there a better way? Question by saving_up_in_so_91403, Aug 14, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/how-can-i-contact-creative-planning
- do I need to book this place or can I just turn up? Question by ventura_zadie, Aug 13, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/does-creative-planning-require-reservations
- last update from here was when? Question by autumn_neighbor_uptown, Aug 9, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/what-has-creative-planning-been-posting-lately
- opening hours at Creative Planning in Sherman Oaks, what are they these days? Question by quiet_on_ventura, Aug 3, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/what-are-the-business-hours-for-creative-planning
- somewhere cheaper in Sherman Oaks that is not a risk? Question by careful_in_so, Jul 30, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/is-there-anywhere-cheaper-than-creative-planning-in-sherman-oaks-that
- anyone tell me what a first visit here involves Question by spring_shopper_west, Jul 24, 2026. localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca/q/what-should-i-know-before-a-first-visit-at-creative-planning
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</head>
<body>
<main>
<article>
<header>
<p>Local AI Registry · Financial planners in Sherman Oaks, CA · Editorial</p>
<h2>Creative Planning, Sherman Oaks CA: Reviews</h2>
<p>By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.</p>
<p>Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below</p>
</header>
<section id="ai-in-short">
<h3>In short</h3>
<p>Creative Planning is a financial planner in Sherman Oaks, CA. Its AI Score is 36 of 100, which is poor.</p>
<p>What each mark on this page means: https://localairegistry.com/methodology#marks</p>
</section>
<section id="ai-key-facts">
<h3>Key facts</h3>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">Value</th></tr></thead>
<tbody>
<tr><td>Type</td><td>Financial planner</td></tr>
<tr><td>Address</td><td>15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA</td></tr>
<tr><td>Hours</td><td>Mon to Fri 8 AM to 5 PM · Closed Sat to Sun</td></tr>
<tr><td>Phone</td><td>(866) 273-2848</td></tr>
<tr><td>Rating</td><td>5.0 across 1 review on Google</td></tr>
<tr><td>Updated</td><td>August 3, 2026</td></tr>
</tbody>
</table>
</section>
<section id="ai-all-the-details">
<h3>All the details</h3>
<p>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.</p>
<table>
<thead><tr><th scope="col">Group</th><th scope="col">Fact</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
<tr><td>Location info</td><td>Address</td><td>15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Description</td><td>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.</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Hours</td><td>Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Name</td><td>Creative Planning</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Phone</td><td>(866) 273-2848</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Monday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Tuesday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Wednesday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Thursday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Friday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Saturday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Sunday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Services</td><td>Service</td><td>10 lessons from jonathan clements</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>10 lessons from warren buffett</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>2022 market outlook predictably unpredictable</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>3 ring circus</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>4 key questions</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>5 lessons from money simplified</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>7 lessons from 2025</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>7 lessons from jack bogle</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Ai exuberance</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Ai magnificent 7 tariffs 2026</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>All about alternatives</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Asset allocation</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Bearing up</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Biggest 2023 surprise</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Business consulting</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Concentration risk bond market warning</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Control as investor</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Debt management</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Deficit nation</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Dollar reserve currency</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Dont delay</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Failed predictions</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Financial planning</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Half time</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Institutional</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Insurance services</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Investment management</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Market update tariffs globalization</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Podcasts</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Retirement planning</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Tax services</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Technology services for businesses</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Time after time</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Trust and estate planning</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Warning sign</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Wealth management</td><td>AI guess</td><td></td></tr>
<tr><td>Links</td><td>Facebook</td><td>https://www.facebook.com/creativeplanninginc</td><td>Confirmed</td><td>Business website</td></tr>
<tr><td>Links</td><td>Instagram</td><td>https://www.instagram.com/creativeplanning_llc</td><td>Confirmed</td><td>Business website</td></tr>
<tr><td>Links</td><td>Website</td><td>https://creativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca</td><td>Confirmed</td><td>Google Business Profile</td></tr>
</tbody>
</table>
</section>
<section id="ai-services-and-prices">
<h3>Services and prices</h3>
<p>These are the 27 services Creative Planning offers, with the price where we have one and where it came from.</p>
<table>
<thead><tr><th scope="col">Service</th><th scope="col">Price</th><th scope="col">Price mark</th><th scope="col">Price evidence</th><th scope="col">Service mark</th></tr></thead>
<tbody>
<tr><td>4 key questions</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>5 lessons from money simplified</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>7 lessons from 2025</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Half time</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Institutional</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>7 lessons from jack bogle</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Market update tariffs globalization</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Podcasts</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Concentration risk bond market warning</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Control as investor</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Debt management</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Warning sign</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Deficit nation</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Dont delay</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Failed predictions</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>10 lessons from jonathan clements</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>10 lessons from warren buffett</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>2022 market outlook predictably unpredictable</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>3 ring circus</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Ai exuberance</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Ai magnificent 7 tariffs 2026</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>All about alternatives</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Asset allocation</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Bearing up</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Biggest 2023 surprise</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Dollar reserve currency</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Time after time</td><td></td><td></td><td></td><td>From their website</td></tr>
</tbody>
</table>
<h4>Known for</h4>
</section>
<section id="ai-the-team">
<h3>The team</h3>
</section>
<section id="ai-visiting-creative-planning">
<h3>Visiting Creative Planning</h3>
<p>Address: 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA. Phone: (866) 273-2848. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)</p>
<h4>Location info from Google Business Profile</h4>
<p>From 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."</p>
<h4>Parking and getting in</h4>
<h4>Nearby</h4>
<table>
<thead><tr><th scope="col">Place</th><th scope="col">Type</th><th scope="col">Distance</th></tr></thead>
<tbody>
<tr><td>Ben & Jerry’s</td><td>Ice cream shop</td><td>1 min walk</td></tr>
<tr><td>The Cheesecake Factory</td><td>American restaurant</td><td>1 min walk</td></tr>
<tr><td>Almost Famous LA</td><td>Hamburger restaurant</td><td>1 min walk</td></tr>
<tr><td>Buffalo Wild Wings</td><td>Chicken wings restaurant</td><td>1 min walk</td></tr>
<tr><td>P.F. Chang's</td><td>Chinese restaurant</td><td>1 min walk</td></tr>
<tr><td>Cheese Theory</td><td>Pizza restaurant</td><td>2 min walk</td></tr>
</tbody>
</table>
</section>
<section id="ai-reputation">
<h3>Reputation</h3>
<p>5.0 average across 1 review: Google 1. (Confirmed, read August 3, 2026.)</p>
<p>Not enough review detail to summarise confidently. (AI guess, from 1 review.)</p>
<h4>Press</h4>
<h4>Awards</h4>
<h4>Directories</h4>
</section>
<section id="ai-questions-people-ask">
<h3>Questions people ask</h3>
<h4>Open Saturdays here?</h4>
<h4>Any membership pricing at Creative Planning?</h4>
<h4>is there parking at Creative Planning or is it street only?</h4>
<h4>best financial planner in Sherman Oaks</h4>
<h4>anything good on Ventura to kill time near this place?</h4>
<h4>what does Creative Planning actually get right?</h4>
<h4>torn between Creative Planning and Premier Financial?</h4>
<h4>prices round here, anyone got a number</h4>
<h4>walk ins, or is it booked solid</h4>
<h4>Calling this place, or is there a better way?</h4>
<h4>do I need to book this place or can I just turn up?</h4>
<h4>last update from here was when?</h4>
<h4>opening hours at Creative Planning in Sherman Oaks, what are they these days?</h4>
<h4>somewhere cheaper in Sherman Oaks that is not a risk?</h4>
<h4>anyone tell me what a first visit here involves</h4>
</section>
<section id="ai-score">
<h3>The AI Score: 36 of 100</h3>
<p>It measures how likely AI engines are to recommend a business, and how accurately. Sherman Oaks financial planners run 21 to 38. Fair starts at 45, good at 65. Creative Planning scores 36. The same method scores every business on the registry.</p>
<table>
<thead><tr><th scope="col">Signal</th><th scope="col">Weight</th><th scope="col">Score</th><th scope="col">What it measures</th><th scope="col">Creative Planning</th></tr></thead>
<tbody>
<tr><td>Retrieval grounding</td><td>26</td><td>25</td><td>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.</td><td>Poor</td></tr>
<tr><td>Off-property attestation</td><td>20</td><td>40</td><td>Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.</td><td>Poor</td></tr>
<tr><td>AI visibility</td><td>14</td><td>29</td><td>Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.</td><td>Poor</td></tr>
<tr><td>Reviews & response</td><td>12</td><td>29</td><td>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.</td><td>Poor</td></tr>
<tr><td>Backlink & citation authority</td><td>8</td><td>64</td><td>Domain authority and editorial quality of the sources that attest to you.</td><td>Fair</td></tr>
<tr><td>Google Business Profile</td><td>8</td><td>79</td><td>Required and recommended fields; update cadence. The listing AI pulls from first.</td><td>Good</td></tr>
<tr><td>Speed & mobile</td><td>7</td><td>37</td><td>Core Web Vitals at the 75th percentile, on a real phone.</td><td>Poor</td></tr>
<tr><td>Content freshness & schema</td><td>5</td><td>63</td><td>Crawl recency, intent alignment, valid JSON-LD, canonicals.</td><td>Fair</td></tr>
</tbody>
</table>
<p>Full method: https://localairegistry.com/methodology</p>
<p>How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business</p>
</section>
<section id="ai-entity-map">
<h3>Entity map</h3>
<p>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.</p>
<table>
<thead><tr><th scope="col">Entity</th><th scope="col">Type</th><th scope="col">ID on this page</th><th scope="col">Same as</th><th scope="col">Relationship to Creative Planning</th></tr></thead>
<tbody>
<tr><td>Creative Planning</td><td>LocalBusiness</td><td>#business</td><td>https://creativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca</td><td>Subject of this page</td></tr>
<tr><td>Sherman Oaks, California</td><td>City</td><td>#city</td><td></td><td>City Creative Planning is in</td></tr>
<tr><td>Local AI Registry</td><td>Organization</td><td>#publisher</td><td>https://localairegistry.com</td><td>Publisher of this page</td></tr>
<tr><td>Steve Lee</td><td>Person</td><td>#author</td><td>https://localairegistry.com/team/steve-lee</td><td>Author of this page</td></tr>
</tbody>
</table>
</section>
<section id="ai-topical-map">
<h3>Topical map</h3>
<p>Where this page sits in the registry. It's one profile among the financial planners in Sherman Oaks, linked to the lists and towns around it.</p>
<h4>Lists</h4>
<ul>
<li>Best financial planners in Sherman Oaks: https://localairegistry.com/leaderboards/ca/sherman-oaks/financial-planner</li>
<li>Best businesses in Sherman Oaks: https://localairegistry.com/leaderboards/ca/sherman-oaks</li>
</ul>
<h4>Nearby</h4>
<ul>
<li>/san-jose: https://localairegistry.com/leaderboards/ca/san-jose</li>
<li>/los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles</li>
<li>/san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco</li>
<li>/san-diego: https://localairegistry.com/leaderboards/ca/san-diego</li>
<li>/irvine: https://localairegistry.com/leaderboards/ca/irvine</li>
<li>/mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view</li>
</ul>
<h4>Every list</h4>
<ul>
<li>Every leaderboard in California: https://localairegistry.com/leaderboards/ca</li>
</ul>
</section>
<section id="ai-references">
<h3>References</h3>
<h4>Sources cited</h4>
<ul>
<li>[1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ9asJ0OiXwoARc8VLhhPjlUs (accessed Aug 3, 2026)</li>
<li>[2] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-jonathan-clements/ (accessed Sep 18, 2026)</li>
<li>[3] creativeplanning.com, https://creativeplanning.com/podcast/10-lessons-from-warren-buffett/ (accessed Sep 18, 2026)</li>
<li>[4] creativeplanning.com, https://creativeplanning.com/podcast/2022-market-outlook-predictably-unpredictable/ (accessed Sep 18, 2026)</li>
<li>[5] creativeplanning.com, https://creativeplanning.com/uncategorized/3-ring-circus/ (accessed Sep 18, 2026)</li>
<li>[6] creativeplanning.com, https://creativeplanning.com/podcast/4-key-questions/ (accessed Sep 18, 2026)</li>
<li>[7] creativeplanning.com, https://creativeplanning.com/podcast/5-lessons-from-money-simplified/ (accessed Sep 18, 2026)</li>
<li>[8] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-2025/ (accessed Sep 18, 2026)</li>
<li>[9] creativeplanning.com, https://creativeplanning.com/podcast/7-lessons-from-jack-bogle/ (accessed Sep 18, 2026)</li>
<li>[10] creativeplanning.com, https://creativeplanning.com/podcast/ai-exuberance/ (accessed Sep 18, 2026)</li>
<li>[11] creativeplanning.com, https://creativeplanning.com/podcast/ai-magnificent-7-tariffs-2026/ (accessed Sep 18, 2026)</li>
<li>[12] creativeplanning.com, https://creativeplanning.com/podcast/all-about-alternatives/ (accessed Sep 18, 2026)</li>
<li>[13] creativeplanning.com, https://creativeplanning.com/podcast/asset-allocation/ (accessed Sep 18, 2026)</li>
<li>[14] creativeplanning.com, https://creativeplanning.com/podcast/bearing-up/ (accessed Sep 18, 2026)</li>
<li>[15] creativeplanning.com, https://creativeplanning.com/podcast/biggest-2023-surprise/ (accessed Sep 18, 2026)</li>
<li>[16] creativeplanning.com, https://creativeplanning.com/podcast/dollar-reserve-currency/ (accessed Sep 18, 2026)</li>
<li>[17] creativeplanning.com, https://creativeplanning.com/podcast/dont-delay/ (accessed Sep 18, 2026)</li>
<li>[18] creativeplanning.com, https://creativeplanning.com/uncategorized/failed-predictions/ (accessed Sep 18, 2026)</li>
<li>[19] creativeplanning.com, https://creativeplanning.com/uncategorized/half-time/ (accessed Sep 18, 2026)</li>
<li>[20] creativeplanning.com, https://creativeplanning.com/401k-retirement-plans/institutional/ (accessed Sep 18, 2026)</li>
<li>[21] creativeplanning.com, https://creativeplanning.com/uncategorized/market-update-tariffs-globalization/ (accessed Sep 18, 2026)</li>
<li>[22] creativeplanning.com, https://creativeplanning.com/podcast/ (accessed Sep 18, 2026)</li>
<li>[23] creativeplanning.com, https://creativeplanning.com/uncategorized/time-after-time/ (accessed Sep 18, 2026)</li>
<li>[24] creativeplanning.com, https://creativeplanning.com/uncategorized/warning-sign/ (accessed Sep 18, 2026)</li>
<li>[25] creativeplanning.com, https://creativeplanning.com/podcast/concentration-risk-bond-market-warning/ (accessed Sep 18, 2026)</li>
<li>[26] creativeplanning.com, https://creativeplanning.com/podcast/control-as-investor/ (accessed Sep 18, 2026)</li>
<li>[27] creativeplanning.com, https://creativeplanning.com/podcast/debt-management/ (accessed Sep 18, 2026)</li>
<li>[28] creativeplanning.com, https://creativeplanning.com/podcast/deficit-nation/ (accessed Sep 18, 2026)</li>
<li>[29] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 18, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)</li>
<li>[30] creativeplanning.com, https://creativeplanning.com/locations/los-angeles-area/?utm_source=googlemybusiness&utm_medium=organic&utm_campaign=shermanoaks_ca (accessed Oct 18, 2026)</li>
</ul>
</section>
</article>
</main>
</body>
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References
Change historyConfirmedVisitor submittedAI guessShow references (30)
This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.
- [1]VisitName, address, phone, hours and 2 other detailsGoogle Business Profile.Primary source · Accessed Aug 3, 2026 · https://www.google.com/maps/place/?q=place_id:ChIJ9asJ0OiXwoARc8VLhhPjlUs
- [2]Services10 lessons from jonathan clementscreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/10-lessons-from-jonathan-clements/
- [3]Services10 lessons from warren buffettcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/10-lessons-from-warren-buffett/
- [4]Services2022 market outlook predictably unpredictablecreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/2022-market-outlook-predictably-unpredictable/
- [5]Services3 ring circuscreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/uncategorized/3-ring-circus/
- [6]Services4 key questionscreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/4-key-questions/
- [7]Services5 lessons from money simplifiedcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/5-lessons-from-money-simplified/
- [8]Services7 lessons from 2025creativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/7-lessons-from-2025/
- [9]Services7 lessons from jack boglecreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/7-lessons-from-jack-bogle/
- [10]ServicesAi exuberancecreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/ai-exuberance/
- [11]ServicesAi magnificent 7 tariffs 2026creativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/ai-magnificent-7-tariffs-2026/
- [12]ServicesAll about alternativescreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/all-about-alternatives/
- [13]ServicesAsset allocationcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/asset-allocation/
- [14]ServicesBearing upcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/bearing-up/
- [15]ServicesBiggest 2023 surprisecreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/biggest-2023-surprise/
- [16]ServicesDollar reserve currencycreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/dollar-reserve-currency/
- [17]ServicesDont delaycreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/dont-delay/
- [18]ServicesFailed predictionscreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/uncategorized/failed-predictions/
- [19]ServicesHalf timecreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/uncategorized/half-time/
- [20]ServicesInstitutionalcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/401k-retirement-plans/institutional/
- [21]ServicesMarket update tariffs globalizationcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/uncategorized/market-update-tariffs-globalization/
- [22]ServicesPodcastscreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/
- [23]ServicesTime after timecreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/uncategorized/time-after-time/
- [24]ServicesWarning signcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/uncategorized/warning-sign/
- [25]ServicesConcentration risk bond market warningcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/concentration-risk-bond-market-warning/
- [26]ServicesControl as investorcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/control-as-investor/
- [27]ServicesDebt managementcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/debt-management/
- [28]ServicesDeficit nationcreativeplanning.com.Primary source · Accessed Sep 18, 2026 · https://creativeplanning.com/podcast/deficit-nation/
- [29]Services9 servicesAI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 18, 2026.AI engine output · Accessed Sep 18, 2026 · https://localairegistry.com/methodology
- [30]VisitFacebook and instagramcreativeplanning.com.Primary source · Accessed Oct 18, 2026 · https://creativeplanning.com/locations/los-angeles-area/