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Caley Coss Email & Phone Number

Certified Financial Planner at Creative Planning
Location: Greater Sacramento, United States, United States 5 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Creative Planning
Role
Certified Financial Planner
Location
Greater Sacramento, United States, United States
Company size
1946 employees

Who is Caley Coss? Overview

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Quick answer

Caley Coss is listed as Certified Financial Planner at Creative Planning, a company with 1946 employees, based in Greater Sacramento, United States, United States. AeroLeads shows a matched LinkedIn profile for Caley Coss.

Caley Coss previously worked as Financial Advisor at Raymond James and Financial Advisor at Edward Jones. Caley Coss holds Bachelor’S Degree, Economics from Stephen F. Austin State University.

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Email format at Creative Planning

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Creative Planning

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Profile bio

About Caley Coss

Our goal is to take the anxiety and stress out of Financial Planning and Wealth management and make you feel confident, heard and in control. We are a comprehensive wealth management team. We help you define your greatest ambitions and turn them into attainable goals. We are a female, CFP® led firm designed with you as our primary focus. Every individual is unique and we believe your financial plan should be too. Whether that’s defining what retirement means to you, putting protection in place for the “what-if” and “highly likely” scenarios that come up in life or creating a legacy plan with tax efficiencies at the forefront.

Current workplace

Caley Coss's current company

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Creative Planning
Creative Planning
Certified Financial Planner
Sacramento, CA, US
Website
creativeplanning.com
Employees
1946
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5 roles

Caley Coss work experience

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Financial Advisor

Raymond James

St. Petersburg, Florida, US

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Emerald Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC For important disclosure information, please see “Social Media.

Financial Advisor

Edward Jones

St. Louis, MO, US

Mar 2018 - May 2023

Office Manager

Dnz Landscaping
  • Responsible for all bookkeeping including reconciling accounts payable and accounts receivable
  • Established and maintained payroll system as well as employee relations
  • Developed and co-designed company website and social media outlets
  • Clerical Duties such as customer emails and phone calls
  • Scheduled weekly mowing routes along with larger tree trimming and fencing jobs
  • Ordered special parts and supplies for contracted work in addition to regularly needed materials
May 2012 - Aug 2014
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

ML Mikayla Lowman, Cfp® Mikayla Lowman, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → LS Lisa Saxton, Cfp® Lisa Saxton, Cfp® Colleague at Creative Planning San Diego, California, United States, United States View → MA Matthew Arnold, Cfa Matthew Arnold, Cfa Colleague at Creative Planning Berwyn, Pennsylvania, United States, United States View → DA Dan Andrews Dan Andrews Colleague at Creative Planning Greater Pittsburgh Region, United States View → BT Ben Travalent Ben Travalent Colleague at Creative Planning Wichita, Kansas, United States, United States View → DQ Devonee Quinn, Cfp® Devonee Quinn, Cfp® Colleague at Creative Planning Denver, Colorado, United States, United States View → AM Alan Mcfann Alan Mcfann Colleague at Creative Planning Kansas City, Missouri, United States, United States View → AA Angela Ahlvers Angela Ahlvers Colleague at Creative Planning Leawood, Kansas, United States, United States View → CS Charlie Schuster Charlie Schuster Colleague at Creative Planning Elmhurst, Illinois, United States, United States View → ZA Zane Allender Zane Allender Colleague at Creative Planning Kansas City, Missouri, United States, United States View →
1 education record

Caley Coss education

  • Stephen F. Austin State University
    Stephen F. Austin State University
    Economics
FAQ

Frequently asked questions about Caley Coss

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

What company does Caley Coss work for?

Caley Coss works for Creative Planning.

What is Caley Coss's role at Creative Planning?

Caley Coss is listed as Certified Financial Planner at Creative Planning.

Where is Caley Coss based?

Caley Coss is based in Greater Sacramento, United States, United States while working with Creative Planning.

What companies has Caley Coss worked for?

Caley Coss has worked for Creative Planning, Raymond James, Edward Jones, Cunningham Engineering Corporation, and Dnz Landscaping.

Who are Caley Coss's colleagues at Creative Planning?

Caley Coss's colleagues at Creative Planning include Mikayla Lowman, Cfp®, Lisa Saxton, Cfp®, Matthew Arnold, Cfa, Dan Andrews, and Ben Travalent.

How can I contact Caley Coss?

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

What schools did Caley Coss attend?

Caley Coss holds Bachelor’S Degree, Economics from Stephen F. Austin State University.

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