Thruline Planning

Creative Planning is a leading wealth management firm based in La Mesa, CA. With a team of experienced fiduciary wealth managers, in-house CPAs, and attorneys, they offer comprehensive financial services tailored to optimize investments, taxes, and estate plans. Their personalized approach ensures that clients' wealth is working as hard as possible, providing a richer journey towards financial success.

With over $245 billion in combined assets under management and advisement, Creative Planning serves clients across all 50 states and 75 countries worldwide. Their dedication to delivering a richer way to wealth sets them apart from other firms, as they prioritize the client's best interests and provide guidance every step of the way. Recognized as a top RIA firm, Creative Planning is at the forefront of the finance industry, offering innovative solutions and a commitment to long-term client satisfaction.

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