CEBS Compliant Graduates of the U.S. Course Curriculum
CEBS Compliance plays a vital role in the CEBS designee’s pursuit of ongoing professional knowledge. Recognizing the importance of staying proficient and updated in an ever-changing industry, CEBS is committed to public recognition of those who are CEBS Compliant.
CEBS Compliant graduates are listed and recognized on this page, which is updated regularly. This listing is available for employers, clients, government regulators and others who are interested in or rely upon the professional currency that CEBS Compliance signifies.
Names are listed alphabetically by location. The year after each name indicates that person’s CEBS Compliance status is in effect through December 31 of that year.
Once you attest to meeting the 30 hours of CEBS Compliance credits, you are welcome and encouraged to highlight your compliant status on stationery, social media profiles, employer websites and other communications, and are eligible for a digital badge to announce your accomplishment. Non-compliance will not affect your ability to use the CEBS mark.
Alabama
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Alaska
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Arizona
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Arkansas
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
California
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Colorado
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Connecticut
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Delaware
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
District of Columbia
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Florida
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Georgia
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Hawaii
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Idaho
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Illinois
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Indiana
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Iowa
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Kansas
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Kentucky
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Louisiana
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Maine
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Maryland
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Massachusetts
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Michigan
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Minnesota
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Mississippi
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Missouri
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Montana
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Nebraska
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Nevada
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
New Hampshire
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
New Jersey
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
New Mexico
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
New York
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
North Carolina
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
North Dakota
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Ohio
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Oklahoma
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Oregon
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Pennsylvania
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Rhode Island
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
South Carolina
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
South Dakota
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Tennessee
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Texas
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Utah
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Vermont
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Virginia
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Washington
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
West Virginia
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Wisconsin
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
Wyoming
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
International
Whited, Robert
Title :
Whited, Robert
First Name :
Middle Name :
Last Name :
Display Name :
Robert Whited, II
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Managing Director
Title or Position French :
Organization :
Creative Planning Retirement Services
Organization French :
Role :
City :
Santa Monica
City French :
State :
CA
State French :
ExternalPK :
6adec5b1-f2b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CA
- CEBS Compliant - US
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