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Creative Financial Planning Logo
Creative Financial Planning CB Rank
416973
Heat Score
41
Creative Financial Planning is a financial planning and wealth management firm.
Acquired by
Perigon Wealth Management Logo
Perigon Wealth Management
Founded
obfuscation
Private Nyack, New York, United States1-10 www.creativeplanners.net
Financial Services
Retirement
Wealth Management
Overview

Creative Financial Planning
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Creative Financial Planning

CB Rank
416973
Creative Financial Planning is a financial planning and wealth management firm.
Acquired by
Perigon Wealth Management Logo
Perigon Wealth Management
Founded
obfuscation
Private Nyack, New York, United States1-10 www.creativeplanners.net
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name Creative Financial Planning Incorporated
Also Known As CFP
Operating Status Closed
Company Type For Profit
Founders  Lisa Hayes
About the Company
Creative Financial Planning is a financial planning and wealth management firm.
Phone Number +1 845 634 6050
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Offers personalized financial plans tailored to individual and family needs, considering risk tolerance and personal goals.
Wealth Management
Provides comprehensive wealth management services, leveraging nearly 60 years of combined experience to help clients manage and grow their assets.

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Financials

M&A Details

Creative Financial Planning was acquired by Perigon Wealth Management on
obfuscation
.
Transaction Name 
Creative Financial Planning acquired by Perigon Wealth Management Logo
Creative Financial Planning acquired by Perigon Wealth Management
Acquired by 
Perigon Wealth Management Logo
Perigon Wealth Management
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$8.8MThis year, Creative Financial Planning is projected to spend $8.8M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Google Analytics Logo
Google Analytics
80
Washington Post Logo
Washington Post
77
British Academy Film Awards (BAFTAs) Logo
British Academy Film Awards (BAFTAs)
75

Actively Used Products

11Creative Financial Planning uses 11 technology products and services including HTML5, Google Fonts, and  Office 365, according to G2 Stack.

Active Website Tech Count

10Creative Financial Planning is actively using 10 technologies for its website, according to BuiltWith. These include IPv6, Google Apps for Business, and  Cloudflare Hosting.

Total IP

1Creative Financial Planning has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Creative Financial Planning's headquarters? Creative Financial Planning is located in Nyack, New York, United States.Who are Creative Financial Planning's competitors? Alternatives and possible competitors to Creative Financial Planning may include Betterment, Fidelity, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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