Pranali Pai Fortini

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

• 11/2012 → 10/2016
  Citigroup Global Markets, Inc.
  Bethesda, MD
• 11/2016 → 10/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 11/2018 → 04/2021
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 04/2021 → 04/2022
  Mml Investor Services
  Vienna, VA
• 06/2022 → 06/2023
  Brighton Jones
  Mclean, VA
• 06/2024 → 11/2025
  Burt Wealth Advisors
  Rockville, MD
• 06/2023 → 05/2024
  N/A
  Germantown, MD
• 11/2025 → Present
  Creative Planning, Llc
  North Bethesda, MD

Previous Registrations

• 2024-07-25 → 2026-03-27
  Burt Wealth Advisors
  North Bethesda, MD
• 2022-08-04 → 2023-06-05
  Brighton Jones Llc
  Mclean, VA
  Seattle, WA
• 2018-11-01 → 2021-04-27
  Edelman Financial Engines
  Bethesda, MD
• 2016-11-14 → 2018-11-01
  Edelman Financial Services, Llc
  Bethesda, MD
  Fairfax, VA
• 2016-05-13 → 2016-11-18
  Citigroup Global Markets Inc.
  Bethesda, MD
  Potomac, MD
  Chicago, IL

Other Businesses

Rock Spring Children's Center; Not investment-related; nonprofit, 501(c)(3) childcare organization; Board member; Start 2023; 2 hours / month; 0 hours / month during securities trading hours. This is more of an overseeing position as a member of the board to ensure that the non-profit is on sound financial footing.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-12

Designations

• Certified Financial Planner

Other Names

• Pranali Dayanand Pai