Creative Planning Keeps Growing in Silicon Valley With $1.3B San Jose-Based RIA - Yahoo Finance

Retrieved on: 2025-09-08 20:52:48

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Creative Planning Keeps Growing in Silicon Valley With $1.3B San Jose-Based RIA - Yahoo Finance. View article details on hiswai:

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Grassi Investment Management co-founder Peter Grassi has sold to Creative Planning, which wants to keep expanding in Silicon Valley.

Article found on: finance.yahoo.com