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Creative Retirement Planning
John Jastremski runs Creative Retirement Planning, a Florida-based registered investment advisor, not a family office or institutional allocator.
Creative Retirement Planning
Creative Retirement Planning, Inc. operates as a registered investment advisor (RIA) with a last known address in Sarasota, Florida. The firm's public-facing footprint is extremely limited, consistent with a practice serving a local or regional retail client base rather than institutional limited partners. President John Jastremski is the named principal on the firm's SEC registration. Strategy details are not publicly documented. As an RIA, the firm likely provides financial planning and discretionary portfolio management for individuals and potentially small institutions. There is no evidence in public records of fund commitments, direct private-company investments, or co-investment participation. The firm has not promoted any specialized asset-class mandate or proprietary fund structure. No team size, AUM figure, or deployment data has been publicly disclosed. The firm does not maintain a website or LinkedIn presence captured in primary sources, and no philanthropic foundation, real-asset arm, or peer-network membership is associated with the practice in available records. Creative Retirement Planning's structural profile is that of a traditional regulated investment advisor, not a family office or venture firm. Its regulatory posture under the SEC (CRD# 125065 / SEC# 801-82666, per public record) confirms a fiduciary advisory model, which separates it operationally from unregistered family offices and private investment partnerships.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
John Jastremski
President
Frequently asked questions
Is Creative Retirement Planning a family office or an RIA?
Creative Retirement Planning is a registered investment advisor (RIA), regulated by the SEC under CRD# 125065. Its legal and regulatory structure places it in the category of fiduciary wealth management practices rather than single-family offices, which are generally exempt from registration.
Does Creative Retirement Planning make direct investments in private companies?
There is no public record of Creative Retirement Planning engaging in direct private-company investments, venture-stage commitments, or fund-of-funds allocations. The firm's profile suggests a focus on traditional portfolio management and financial planning for individual clients.
Who makes investment decisions at Creative Retirement Planning?
President John Jastremski is the named principal in SEC filings and presumably directs the firm's investment decisions and advisory operations, though the firm's internal governance structure is not publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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