local ai registry · agent view · /biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca

# Creative Planning

Financial Planner — Sherman Oaks, California. Registry entry: https://localairegistry.com/biz/ca/sherman-oaks/creative-planning-sherman-oaks-ca

**AI Score: 30/100** (Needs attention, verified August 4, 2026) — methodology: https://localairegistry.com/methodology

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

### ChatGPT — not named
Asked: "best financial planner in Sherman Oaks" (checked August 4, 2026)
> ChatGPT answered with other businesses; Creative Planning was not mentioned.

### Gemini — not named
Asked: "best financial planner in Sherman Oaks" (checked August 4, 2026)
> Gemini answered with other businesses; Creative Planning was not mentioned.

## Known for

Creative Planning is best known for its specialized wealth management and financial advisory services tailored for high net worth individuals, ensuring expert guidance in complex financial landscapes.

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

## What reviews say

> Not enough substantive reviews yet — the digital story for this business is still being written.

Bottom line: Not enough review detail to summarise confidently.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 25 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 29 |
| Backlink & citation authority | 8% | 64 |
| Google Business Profile | 8% | 79 |
| Speed & mobile | 7% | 37 |
| Content freshness & schema | 5% | 63 |

## Others on record in Sherman Oaks

- Premier Financial Consultants — AI Score 30
- Fitzgerald Financial Services — AI Score 22
- Mark D Duntz, Financial Planner | Prudential Advisor — AI Score 21

Creative Planning ranks 1 of 4 in its category here.

## Facts

- Address: 15303 Ventura Blvd #900, Sherman Oaks, CA 91403, USA
- Phone: (866) 273-2848
- Website: creativeplanning.com
- Hours Mon: 8:00 AM – 5:00 PM
- Hours Tue: 8:00 AM – 5:00 PM
- Hours Wed: 8:00 AM – 5:00 PM
- Hours Thu: 8:00 AM – 5:00 PM
- Hours Fri: 8:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Creative Planning?
Creative Planning is open Monday through Friday from 8:00 AM to 5:00 PM, and they are closed on Saturday and Sunday.

### Does Creative Planning require reservations?
The business does not require reservations for consultations.

### What is Creative Planning known for?
Creative Planning is known for their expertise in estate planning and retirement questions, providing professional support to their clients.

### Is there parking available at Creative Planning?
The business offers parking options for clients visiting their office located at 15303 Ventura Blvd #900, Sherman Oaks, CA.

### How can I contact Creative Planning?
Customers can contact Creative Planning by phone at (866) 273-2848 or visit their website for more information.

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