Creative Planning Provides Retirement Investment Advisory Review
Florida Citizens Property Insurance Corporation | State of FloridaState · Tallahassee, FL- Document date
- Nov 14, 2026
The 30-second brief
Citizens Property Insurance Corporation continued using Creative Planning for retirement plan investment advisory services. Creative Planning was scheduled to present Q3 performance, fund watch-list matters, regulatory updates, fee benchmarking, and fiduciary recommendations.
Creative Planning holds this financial services contract with Florida Citizens Property Insurance Corporation | State of Florida. Its other public contracts on record include work for Town of Wallingford and Council Bluffs Community School District.
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Contract details
- Contract type
- Financial Services
- Document date
- November 14, 2026
- Vendor
- Creative Planning
- Source document
- Citizens Property Insurance Corporation Agenda Q3 Retirement Plan Committee Meeting 2026-11-16 (Agenda)
Creative Planning's other public contracts
More Florida Citizens Property Insurance Corporation | State of Florida contracts
Questions about this contract
Who was awarded the financial services contract by Florida Citizens Property Insurance Corporation | State of Florida?
Creative Planning was awarded this financial services contract by Florida Citizens Property Insurance Corporation | State of Florida, as recorded on November 14, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Citizens Property Insurance Corporation Agenda Q3 Retirement Plan Committee Meeting 2026-11-16 (Agenda), dated November 14, 2026 from Florida Citizens Property Insurance Corporation | State of Florida. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Creative Planning hold?
Creative Planning may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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