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California Inheritance Group

4.6 (11 reviews)
Open 8:00 am - 5:00 pm

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1 year ago

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Alison W.

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4 years ago

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5 years ago

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4 years ago

They did a great job for me. The process isn't fast but I knew where I was throughout the process and it was professional and hassle-free.

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4 years ago

This organization did a fine job for me - fast, efficient and honest. I highly recommend California Inheritance Group.

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6 years ago

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13 years ago

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13 years ago

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12 years ago

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Creative Planning - Creative Planning's Logo

Creative Planning

(1 review)

It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for…read morethe past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!

California Inheritance Group - financialadvising - Updated July 2026

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