Creative Planning Adds $1.3B San Jose-Based RIA
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 […]
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