Rollan Errol Dizon
Portfolio Manager-Equities at Creative Planning LLC
Profile
Mr. Rollan E.
Dizon is a Managing Director at Creative Planning LLC.
He is working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial planning needs.
His approach represents a zealous application to the financial planning process, which begins with a deep understanding of the client’s situation, desires and goals in order to provide them with a truly customized plan and investment approach to achieve their goals.
Prior to joining Creative Planning, he held various roles with a major national financial services firm for over 15 years.
In his most recent role as Vice President, he was lead architect in the firm’s development of the financial planning process used throughout the entire branch organization supporting Account Executives.
He also served as a Vice President, Senior Account Executive in Silicon Valley where he was responsible for the financial planning relationship and advice for his clients.
He graduated Magna Cum Laude and a Dean’s Scholar from San Jose State University with his bachelor’s degree.
He holds the CERTIFIED FINANCIAL PLANNER certification.
Rollan Errol Dizon active positions
Companies | Position | Start |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 2014-06-30 |
Training of Rollan Errol Dizon
San Jose State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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