John Giannattasio
Financial advisor at Creative Planning
John Giannattasio has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Mount Pleasant, South Carolina. After two years at Sanctuary Advisors and less than a year at Snowden Capital Advisors, John joined Creative Planning in 2026, a firm offering financial planning, investment management, and private fund management. John holds the CFP® designation.
One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.
At a glance
Services through Creative Planning
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowCreative PlanningCurrent firm
- Sep 2024 – Sep 2026Sanctuary Advisors, LLCPreviously
- May 2024 – Oct 2024Snowden Capital Advisors LLCPreviously
Contact John
(866) 909-5148Firm headquarters in Overland Park, KS. Ask for John. Mount Pleasant, SCOffice · Get directions X (Twitter) pageCreative PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About John
How do I contact John?
Call Creative Planning at (866) 909-5148 and ask for John Giannattasio. John works from the Mount Pleasant, SC office.
How long has John been a financial advisor?
John has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.