Colleagues
The the youngest person working in our office full-time.
Who is Rob
The year that RFA was acquired by Creative Planning.
What is 2021
Creative Planning's AUM.
What is $300B+
The name of the city that Spongebob Squarepants lives in.
What is Bikini Bottom
The Directors of Financial Planning, Legal, and Tax offerings.
Who are Candace, Seamus, and Jeff
The person who has been working in this office the longest.
Who is Mutaher
RFA was founded in this year.
What is 1999
The year Creative Planning was purchased by Peter Mallouk.
What is 2004
The world's biggest island.
What is Greenland
The preferred order of ways to communicate with clients.
What is in person, Zoom, phone, email
The person who almost added the word fart to their name when emailing clients.
Who is Jenifart
The number of Reillys who worked at RFA at once.
What is 5
The amount allowable for lunch if you are under CP's travel policy.
What is $30
The only edible food that never goes bad.
What is Honey
The number of countries where CP has clients.
What is 90+
The person who started the whole Pitbull thing.
Who is Scott Fortney
The year that Don Reilly first went to Saudi Arabia.
What is 1975
CPs ranking in Barron's 2023 Top RIA Firms.
What is 3rd
What someone does every 12 seconds at a Holiday Inn.
What is steals a towel
The number of personal wealth services offered by CP.
What is 8 or 9
The person who had shearing scissors break through their windshield.
Who is Chris
The legal name of RFA's President.
Three of Creative Planning's 4 Cultures.
Character, Passion, Teamwork, Growth
What a group of crows is called.
What is a murder
The basis points difference between the Aperio and Parametric offerings (non options) for clients under $50M.
What is 8bps