Cristofer Andres Cabanillas

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 03/2025
  Monterey Private Wealth, Inc.
  Monterey, CA
• 04/2025 → Present
  Creative Planning, Llc
  Monterey, CA

Previous Registrations

• 2011-10-10 → 2025-04-21
  Monterey Private Wealth, Inc.
  Monterey, CA
• 2005-09-08 → 2011-12-12
  Petersen & Ramistella, Inc.
  Monterey, CA
  Monterey, CA
  Monterey, CA

Other Businesses

Name: Top Floor Investors, LLC; Investment Related: Yes: Address of other business: 2340 Garden Road, Suite 202, Monterey, CA 93940; Nature of other business: Commercial real estate; Position: Member; Title/relationship 33.33% owner; Start date of relationship: 8/2012; Approximate hours/month devoted to other business; 1; number of hours/month devoted to other business during securities trading hours: 0; Duties: property management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-09-10
• S65 Uniform Investment Adviser Law Examination
  2000-11-27

Designations

• Certified Financial Planner