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Tomislav V
CFP®, Series 65, Series 66
San Jose, CA
Creative Planning
Tomislav Vatavuk is a CFP® professional with Series 65 and Series 66 licenses, currently serving as a financial advisor at Creative Planning in San Jose, CA. He has five years of industry experience, including nine years at Stansberry Asset Management and prior roles at BNY Mellon, Harrisdirect LLC, and Merrill. Creative Planning provides wealth management and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and foundations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.
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