AeroLeads people directory · profile

Lisa Saxton, Cfp® Email & Phone Number

Partner and Private Wealth Manager at Creative Planning
Location: San Diego, California, United States 4 work roles 1 school
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@creativeplanning.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Partner and Private Wealth Manager
Location
San Diego, California, United States
Company size
1946 employees

Who is Lisa Saxton, Cfp®? Overview

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

Quick answer

Lisa Saxton, Cfp® is listed as Partner and Private Wealth Manager at Creative Planning, a company with 1946 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Lisa Saxton, Cfp®.

Lisa Saxton, Cfp® previously worked as Partner / Private Wealth Manager at Creative Planning and Financial Planner at Creative Planning Inc.. Lisa Saxton, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Finance And Financial Management Services from San Diego State University-California State University.

Company email context

Email format at Creative Planning

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

*@creativeplanning.com
71% confidence

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

View email format View company profile Management contacts
Profile bio

About Lisa Saxton, Cfp®

Lisa is a Partner and Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning manages $282 billion in combined assets under management and advisement as of 12/31/23 and clients in all 50 states and abroad.SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Listed skills include Estate Planning, Financial Advisory, High Net Worth, Financial Planners, and 33 others.

Current workplace

Lisa Saxton, Cfp®'s current company

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

Creative Planning
Creative Planning
Partner and Private Wealth Manager
San Diego, CA, US
Website
creativeplanning.com
Employees
1946
AeroLeads page
Company profile
View company profile Email format
4 roles

Lisa Saxton, Cfp® work experience

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

Financial Advisor

Moss Adams Wealth Advisors Llc
Jul 2001 - Aug 2011
Team & coworkers

Colleagues at Creative Planning

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

PM Patrick Mcknight, Cfp® Patrick Mcknight, Cfp® Colleague at Creative Planning Greater Rockford Area, United States View → MK Michael Kalscheur, Cfp® Michael Kalscheur, Cfp® Colleague at Creative Planning Indianapolis, Indiana, United States, United States View → DR Don Recker, Aif® Don Recker, Aif® Colleague at Creative Planning Leawood, Kansas, United States, United States View → CJ Casey Jensen, Cfp® Casey Jensen, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → EM Emily Minick, Cfp® Emily Minick, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → BH Billy H. Billy H. Colleague at Creative Planning Kansas City Metropolitan Area, United States View → KS Kathryn Salvatierra Kathryn Salvatierra Colleague at Creative Planning Chicago, Illinois, United States, United States View → DS Debbie Strucinski Debbie Strucinski Colleague at Creative Planning Troy, Michigan, United States, United States View → RK Ryan Kaszycki, Cfp® Ryan Kaszycki, Cfp® Colleague at Creative Planning Denver, Colorado, United States, United States View → JH Joseph Healey, Cfp® Joseph Healey, Cfp® Colleague at Creative Planning Shawnee, Kansas, United States, United States View →
1 education record

Lisa Saxton, Cfp® education

FAQ

Frequently asked questions about Lisa Saxton, Cfp®

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

What company does Lisa Saxton, Cfp® work for?

Lisa Saxton, Cfp® works for Creative Planning.

What is Lisa Saxton, Cfp®'s role at Creative Planning?

Lisa Saxton, Cfp® is listed as Partner and Private Wealth Manager at Creative Planning.

What is Lisa Saxton, Cfp®'s email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Lisa Saxton, Cfp® at Creative Planning.

Where is Lisa Saxton, Cfp® based?

Lisa Saxton, Cfp® is based in San Diego, California, United States while working with Creative Planning.

What companies has Lisa Saxton, Cfp® worked for?

Lisa Saxton, Cfp® has worked for Creative Planning, Creative Planning Inc., and Moss Adams Wealth Advisors Llc.

Who are Lisa Saxton, Cfp®'s colleagues at Creative Planning?

Lisa Saxton, Cfp®'s colleagues at Creative Planning include Patrick Mcknight, Cfp®, Michael Kalscheur, Cfp®, Don Recker, Aif®, Casey Jensen, Cfp®, and Emily Minick, Cfp®.

How can I contact Lisa Saxton, Cfp®?

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

What schools did Lisa Saxton, Cfp® attend?

Lisa Saxton, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Finance And Financial Management Services from San Diego State University-California State University.

What skills is Lisa Saxton, Cfp® known for?

Lisa Saxton, Cfp® is listed with skills including Estate Planning, Financial Advisory, High Net Worth, Financial Planners, Retirement Savings, Fixed Annuities, Cash Flow, and Insurance.

Find 750M verified contacts

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