Brian Mclaren, Cfp®
AeroLeads people directory · profile

Brian Mclaren, Cfp® Email & Phone Number

Private Wealth Manager at Creative Planning at Creative Planning
Location: Bellevue, Washington, United States 8 work roles 1 school
1 work email found @comcast.net 2 phones found area 206 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@comcast.net
Direct phone (206) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Private Wealth Manager at Creative Planning
Location
Bellevue, Washington, United States
Company size
631 employees

Who is Brian Mclaren, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brian Mclaren, Cfp® is listed as Private Wealth Manager at Creative Planning at Creative Planning, a company with 631 employees, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 206, and a matched LinkedIn profile for Brian Mclaren, Cfp®.

Brian Mclaren, Cfp® previously worked as Private Wealth Manager at Creative Planning and Financial Advisor at Vestory By Apella. Brian Mclaren, Cfp® holds Bachelors, Business Administration from University Of Washington.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Brian Mclaren, Cfp®'s masked contact details.

*@comcast.net
68% confidence

AeroLeads found 1 current-domain work email signal for Brian Mclaren, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Brian Mclaren, Cfp®

100% fee-only fiduciary with fifteen years of experience helping people pursue their retirement and financial goals. Expertise in comprehensive financial planning and portfolio management. Commitment to building long-term relationships based on trust, communication, and education.

Listed skills include Finance, Wealth Management, Mortgage Lending, Retirement Planning, and 16 others.

Current workplace

Brian Mclaren, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Private Wealth Manager at Creative Planning
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
AeroLeads page
Company profile
View company profile Email format
8 roles

Brian Mclaren, Cfp® work experience

A career timeline built from the work history available for this profile.

Private Wealth Manager

Current
Creative Planning

Bellevue, Washington, United States

100% fee-only Fiduciary providing comprehensive financial planning and wealth management

Jul 2022 - Present

Financial Advisor

Clearpoint Financial

Bellevue, WA

Dec 2011 - Nov 2015

Founding Partner

Puget Sound Property Group

Kirkland, WA

Jul 2006 - May 2009
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

WH William Hertel William Hertel Colleague at Creative Planning Kansas City, Kansas, United States, United States View → BH Billy H. Billy H. Colleague at Creative Planning Kansas City Metropolitan Area, United States View → EC Ellen Cassin Ellen Cassin Colleague at Creative Planning United States, United States View → BG Beth Gillihan Beth Gillihan Colleague at Creative Planning Lees Summit, Missouri, United States, United States View → SR Skyler Ray Skyler Ray Colleague at Creative Planning Raymore, Missouri, United States, United States View → JP Jerrod Pearce, Cpa, Cfp® Jerrod Pearce, Cpa, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → CR Colin Ryan Colin Ryan Colleague at Creative Planning Kansas City Metropolitan Area, United States View → AJ Andreas Johnson, Cfp® Andreas Johnson, Cfp® Colleague at Creative Planning Portland, Oregon Metropolitan Area, United States View → JB Julia Bailey Julia Bailey Colleague at Creative Planning Lees Summit, Missouri, United States, United States View → ZC Zachary Cox, Cpa Zachary Cox, Cpa Colleague at Creative Planning Leawood, Kansas, United States, United States View →
1 education record

Brian Mclaren, Cfp® education

FAQ

Frequently asked questions about Brian Mclaren, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brian Mclaren, Cfp® work for?

Brian Mclaren, Cfp® works for Creative Planning.

What is Brian Mclaren, Cfp®'s role at Creative Planning?

Brian Mclaren, Cfp® is listed as Private Wealth Manager at Creative Planning at Creative Planning.

What is Brian Mclaren, Cfp®'s email address?

AeroLeads has found 1 work email signal at @comcast.net for Brian Mclaren, Cfp® at Creative Planning.

What is Brian Mclaren, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 206 for Brian Mclaren, Cfp® at Creative Planning.

Where is Brian Mclaren, Cfp® based?

Brian Mclaren, Cfp® is based in Bellevue, Washington, United States while working with Creative Planning.

What companies has Brian Mclaren, Cfp® worked for?

Brian Mclaren, Cfp® has worked for Creative Planning, Vestory By Apella, Opes Advisors, A Division Of Flagstar Bank, Clearpoint Financial, and Cobalt Mortgage.

Who are Brian Mclaren, Cfp®'s colleagues at Creative Planning?

Brian Mclaren, Cfp®'s colleagues at Creative Planning include William Hertel, Billy H., Ellen Cassin, Beth Gillihan, and Skyler Ray.

How can I contact Brian Mclaren, Cfp®?

You can use AeroLeads to view verified contact signals for Brian Mclaren, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Brian Mclaren, Cfp® attend?

Brian Mclaren, Cfp® holds Bachelors, Business Administration from University Of Washington.

What skills is Brian Mclaren, Cfp® known for?

Brian Mclaren, Cfp® is listed with skills including Finance, Wealth Management, Mortgage Lending, Retirement Planning, Financial Planning, Investment Advisory, Portfolio Management, and Insurance.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.