Andres Guarin

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

• 04/2014 → 02/2017
  Latin Express
  West Palm Beach, FL
• 08/2023 → 02/2024
  Unemployed
  Miami, FL
• 02/2017 → 05/2022
  Truist Bank
  Jupiter, FL
• 04/2024 → 08/2025
  Tapfin/Ey
  Miami, FL
• 05/2022 → 07/2023
  We Family Offices
  Miami, FL
• 08/2025 → 01/2026
  Ernst & Young Llp
  Miami, FL
• 01/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-06-16 → 2026-01-21
  Ernst & Young Investment Advisers Llp
  Miami, FL
  Miami, FL
• 2022-10-21 → 2023-07-25
  We Family Offices
  Coral Gables, FL

Other Businesses

Guacar LLC ; Investment-related; Miami, FL; Rental property; Owner; Start: 8/2020; 3 hours/month ; 0 hours/month during securities trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-23
• S65 Uniform Investment Adviser Law Examination
  2022-08-30