ChooseAFinancialAdvisor.com
Advisors / California / Newport Beach
10yrs

Christopher John LoGiurato

Financial advisor at Creative Planning Institutional Advisors

Newport Beach, CA 92660Fiduciary advisor
Call the officeDirections

At a glance

Experience10 years (since 2016)
How that compares ?10 years in the industry
Office4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Creative Planning Institutional Advisors

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. Sep 2025 – now
    Creative Planning Institutional Advisors, LLCCurrent firm
  2. 2019 – 2024
    Vanguard Advisers, Inc.Previously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call Creative Planning Institutional Advisors at 800-814-8742 and ask for Christopher John LoGiurato. Christopher works from the Newport Beach, CA office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2016, about 10 years. 10 years in the industry.

What licenses does Christopher hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Creative Planning Institutional Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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