Walnut Creek, CA N. California Blvd Office

Thomas Howard is a CFP® with 14 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at Bedell Frazier Investment Counselling, ZRC Wealth Management, and Lodestar Private Asset Management. Howard holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led approach with low-cost indexing and buy-and-hold strategies, supplemented by various active and private market investment options.

Stacey Velez is a CFP® and holds a Series 66 designation with 25 years of industry experience. She currently works at Creative Planning and has previously been employed at CIBC Private Wealth Advisors and Geneva Investment Management of Chicago. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad advisory team and integrated investment infrastructure.

Stephanie Cooper is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, she worked at Adam Financial Associates, Inc. from 2015 to 2018. She is also the founder of an online apparel company, allSZN Apparel, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management options and integrated retirement plan services.

Alexis Trauger is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Creative Planning since 2019 and previously spent five years at Ameriprise Financial Services. Outside of her advisory role, Alexis is an artist involved with SwoonBox, a retail arts and crafts business. Creative Planning is an enterprise advisory firm managing approximately $217 billion in assets, serving a diverse client base including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and offers integrated legal, trust, and retirement plan services through affiliated businesses.

Jason Guehl is a financial advisor at Creative Planning with 23 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses and has been with Creative Planning since 2012. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various indexing and tax strategies, while managing approximately $295.6 billion in client assets.

Brett Mongeau is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Aspiriant and various entities within John Hancock. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and fundamental equity sleeves.

Luke Seiderman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Vista Wealth Management and Vista Wealth Management Group, LLC from 2015 to 2019. He is based in Walnut Creek, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Christopher Wall is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP, as well as experience outside finance at Foothill/DeAnza College and Fry's Electronics. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and access to private market investments.