Susanna Siu Pinto

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

• 05/2022 → 03/2024
  Perigon Wealth Management, Llc
  San Francisco, CA
• 09/2020 → 06/2021
  Shanghai Livingston American School
  Shanghai
• 07/2021 → 04/2022
  Unemployed
  N/A, XX
• 01/2020 → 08/2020
  Oliver & Greb Capital Management
  Shanghai
• 09/2015 → 12/2019
  Unemployed
  N/A
• 03/2024 → 01/2026
  Perigon Wealth Management, Llc
  San Francisco, CA
• 01/2026 → Present
  Creative Planning, Llc
  Newport Beach, CA

Previous Registrations

• 2025-10-23 → 2026-01-13
  Perigon Wealth Management, Llc
  Irvine, CA
  San Francisco, CA

Other Businesses

Rental property; Investment-related; 275B Boston Ave, Medford, MA 02155; rental property; landlord; Start 1/2012; Hours / month - 1; Hours / month during securities trading hours - 0 Rental property; Investment-related; 143 Gray Ave., Papatoetoe 2024, New Zealand; rental property; landlord; Start 5/2017; Hours / month - 1; Hours / month during securities trading hours - 0 Wings for Widows; Investment-related; 290 Peavey Road, Wayzata, MN 55391; volunteer; Start 1/2026; Hours / month - 1; Hours / month during securities trading hours - 0; coach widows on financial planning - the main objective is to help them fill out their balance sheet and guide them to resources to help them out with different aspects of financial planning such as debt management and estate planning.

Designations

• Certified Financial Planner