Rollan Errol Dizon

Gestionnaire de Portefeuille-Actions chez Creative Planning LLC

Profil

Mr. Rollan E.
Dizon is a Managing Director at Creative Planning LLC.
He is working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial planning needs.
His approach represents a zealous application to the financial planning process, which begins with a deep understanding of the client’s situation, desires and goals in order to provide them with a truly customized plan and investment approach to achieve their goals.
Prior to joining Creative Planning, he held various roles with a major national financial services firm for over 15 years.
In his most recent role as Vice President, he was lead architect in the firm’s development of the financial planning process used throughout the entire branch organization supporting Account Executives.
He also served as a Vice President, Senior Account Executive in Silicon Valley where he was responsible for the financial planning relationship and advice for his clients.
He graduated Magna Cum Laude and a Dean’s Scholar from San Jose State University with his bachelor’s degree.
He holds the CERTIFIED FINANCIAL PLANNER certification.

Postes actifs de Rollan Errol Dizon

Sociétés	Poste	Début
Creative Planning LLC	Gestionnaire de Portefeuille-Actions	01/07/2014

Formation de Rollan Errol Dizon

San Jose State University

Undergraduate Degree