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Creative Planning

Creative Planning

creativeplanning.com
  • About
  • Employees
Peter Mallouk
Peter Mallouk
President & Chief Executive Officer
Peter Sengelmann, Cfa
Peter Sengelmann, Cfa
Director Of International Investments & International Wealth Manager
Philip Ricasata, Cfp®
Philip Ricasata, Cfp®
Private Wealth Manager At Creative Planning, Inc.
Rachel Ronald, Cpa
Rachel Ronald, Cpa
Tax Manager
Randeep Gill
Randeep Gill
Senior Tax Associate
Randy Hallier
Randy Hallier
Managing Director
Rebecca Havens, Cscp
Rebecca Havens, Cscp
Senior Compliance Manager
Rebekkah Casteel
Rebekkah Casteel
Senior Tax Associate
Renee Vogel
Renee Vogel
Operations Team Manager
Richard Paessler
Richard Paessler
Managing Director
Rick Foytek, Cfa
Rick Foytek, Cfa
Principal / Managing Director
Ross Corbett
Ross Corbett
Cashiering Associate
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Features

  • AI Web Scraping
  • AI PDF Processing

Use Cases

  • AI E-commerce Automation
  • AI Resume Screening

Resources

  • Affiliate Program

Company

  • Blog
  • Pricing
  • About

Discover

  • Companies
  • People

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.