Brian Mclaren, Cfp®
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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 Jul 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

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Quick answer

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

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

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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
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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 →

DE Donna Ellis Donna Ellis Colleague at Creative PlanningCincinnati, Ohio, United States View → GW Gabriel Wilson, Cfp®, Cpwa® Gabriel Wilson, Cfp®, Cpwa® Colleague at Creative PlanningSt Louis, Missouri, United States View → JW Jenny Wiesner Jenny Wiesner Colleague at Creative PlanningKansas City Metropolitan Area, United States View → MA Marijo Aboosamara Marijo Aboosamara Colleague at Creative PlanningWashington Dc-Baltimore Area, United States View → JH Joseph Healey, Cfp® Joseph Healey, Cfp® Colleague at Creative PlanningShawnee, Kansas, United States View → JD John Dempster John Dempster Colleague at Creative PlanningLenexa, Kansas, United States View → ST Stephanie Trentham, Cfp®, Cdfa®, Cfs Stephanie Trentham, Cfp®, Cdfa®, Cfs Colleague at Creative PlanningMidlothian, Virginia, United States View → BH Brandon Hanna Brandon Hanna Colleague at Creative PlanningLeawood, Kansas, United States View → CD Caitlin Delaney-Parrett Caitlin Delaney-Parrett Colleague at Creative PlanningKansas City, Missouri, United States View → BM Benjamin Madtes, Cfp® Benjamin Madtes, Cfp® Colleague at Creative PlanningAlexandria, Virginia, 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 Donna Ellis, Gabriel Wilson, Cfp®, Cpwa®, Jenny Wiesner, Marijo Aboosamara, and Joseph Healey, Cfp®.

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.

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