# 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

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse0mm9j00b3ye5patd99hdb%2F0.jpg)


## 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)