Pasadena, CA Office
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Creativeone Wealth, LLC
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About
CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals (including high‑net‑worth clients), corporations and plan sponsors, and other RIAs through sub‑advisory arrangements. The firm also serves as a sub‑adviser to external advisory programs and to the AdvisorShares STAR™ Global Buy Write ETF (VEGA), alongside offering unified managed account and private investment options to eligible clients.
C1W manages primarily discretionary accounts using a mix of proprietary model portfolios and third‑party/boutique managers, with methods that include modern portfolio theory, fundamental, technical and quantitative analysis. Portfolios typically employ ETFs and mutual funds (with tax‑aware and ESG variants available), supplemented by individual equity managers, options strategies and select private or illiquid investments, while IARs collaborate with clients to set objectives and conduct ongoing monitoring and rebalancing.
Distinctive operational features disclosed in the brochure include affiliations with an in‑house broker‑dealer and an insurance marketing affiliate (CreativeOne Securities and CreativeOne Marketing), a paid sub‑advisory relationship with an ETF (VEGA), and various compensation arrangements such as strategic sponsor marketing payments and forgivable transition loans to some Investment Adviser Representatives. These arrangements are identified in the brochure as potential conflicts of interest and are subject to the firm’s disclosures and supervisory procedures, which clients are advised to review.
Based on Creativeone Wealth, LLC
Expertise
Based on Creativeone Wealth, LLC
Location
Pasadena CA
Advisors at this office
3
Advisors at this office
Lorraine B
Series 66
Pasadena, CA
Creativeone Wealth, LLC
Lorraine Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC, and maintains a legal practice as a partner at Bishop and Bishop. In addition to her advisory work, she serves as an adjunct instructor at Glendale Community College, teaching business law and international marketing. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies to manage client portfolios.
Lee B
Series 65
Pasadena, CA
Creativeone Wealth, LLC
Lee Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and one year of industry experience. He has also worked as an attorney specializing in estate planning through Bishop and Bishop. Prior to entering financial advising, Bishop held roles in legal and public defense positions and the restaurant industry. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, including tax-aware and ESG investment options.
Randall B
Series 66
Pasadena, CA
Creativeone Wealth, LLC
Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.
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