At Creative Wealth Strategies, we understand that no individual wealth advisor can effectively specialize in all areas of wealth management. We have taken great care in assembling a team of professional specialists focused on meeting the specific needs of successful dentists. No conflicting advice, just one team consisting of the leaders in their industry all working together to address every aspect of your financial life. Our approach will help uncover problems you do not know you have and create strategies to help you preserve and perpetuate your wealth in a complex tax and financial environment.
Our team also includes a CPA, Estate Planning Attorney, Practice Consultant, Asset Management team, Insurance specialists, Practice Transition specialists, and Retirement/Pension specialists.
If you are currently working with other professionals we will work with them to integrate their advice and recommendations into our wealth planning process. If needed, we may also bring in additional specialists to address specific areas of your plan.
Our passion is working with dentists. Our goal is to help manage all of your wealth planning needs so that you can live life with the confidence and assurance that your comprehensive wealth plan is being monitored, evaluated and updated on a regular basis.
Professional, courteous, and independent on your behalf.
Trevin L. Epps is a Certified Wealth Strategist® professional. Trevin works exclusively with dentists and specialists to create wealth strategies that will help his clients accumulate, preserve, and enjoy the wealth that years of hard work have earned them. Trevin helps dentists address their biggest concerns, such as preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, strategic retirement planning and charitable giving.
Trevin values the personal dreams, goals, individual tolerances and disciplines of his clients. By drawing upon this knowledge, Trevin customizes strategic plans designed around the 13 Wealth Management issues research shows are important to address each client’s unique needs. Trevin values his client's personal well-being and financial security and truly enjoys guiding them through every step of the wealth management process and different turning points in life.
Trevin received a Bachelor of Science degree in Marketing /Pre-Law from Kansas State University. He also received a Masters of Business Administration from Webster University. Trevin has served on various boards and currently serves on the boards of Children's Dental Health Association of San Diego and Dentists Integrated Insurance Solutions. He is a member of the Society of Financial Planners and founded the Dentists Management Advisory Council.
Trevin and his wife Caroline live in San Diego and have 3 kids. When not in the office Trevin enjoys golfing, winning fantasy football championships, spending time with his family, and volunteering at his church. Trevin is also the volunteer League Director for the Rock Softball League.
John J. Parrillo, is a Certified Financial Planner® professional. John served in the US Navy and attended Drew University in Madison NJ where he earned double majors in Economics and Theatre Arts.
After college, John started in the Financial Services Industry with New York Life in 1990. After almost a decade John shifted to a regional bank, assisting high net worth clients and depositors of the bank. In 2002, at the height of a bear market and recession, John launched his independent practice.
John focuses on comprehensive planning strategies for dentists and specialists that address the process of planning. "Much of the time there are solid things dental practitioners are doing. I reinforce those good choices and seek to adjust the areas of weakness. Failures of financial plans are information based, but they can also be behavioral or emotional based. I view myself as the roadblock to these detriments for my clients."
John and his team maintain an office in San Diego County, but have clients in many parts of the US as represented by all the state registrations the firm maintains. John is part of an alliance of CFP® Professionals, and other wealth professionals that meet regularly and strategize on issues ranging from estate and tax planning, business owner planning, risk controls, and wealth creation and transfer. John is also a member of the Dentists Management Advisory Council.
John and his wife Marlyn live in the Rancho San Pasqual Valley and have 3 children in college in the Southwest.