Creative Planning Keeps Growing in Silicon Valley With $1.3B San Jose-Based RIA

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Creative Planning has hired another plus-$1 billion Silicon Valley area registered investment advisor as it looks to expand in the market. Peter Grassi, managing partner of San Jose-based Grassi Investment Management, is joining Creative Planning with his four-person staff, including financial consultant Kenneth Cervantes. Grassi, who co-founded the firm with his father, has helped build the bus ...