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Paolo Daniel Ferretti

Creative Planning

Menlo Park, CA

San Francisco, CA

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2023-08-29
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2023-08-29

Branch Locations

525 Middlefield Road, Suite 119, Menlo Park, CA 94025 • United States

San Francisco, CA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roof, Eidam & Maycock San Francisco CA 03/2010 01/2017
Creative Planning Overland Park KS 01/2017 Present
  • 03/2010 → 01/2017
    Roof, Eidam & Maycock
    San Francisco, CA
  • 01/2017 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
Designations

View on SEC IAPD

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