Schedule a Lending Consultation
Discuss how financing solutions can help fuel your growth.
Lending Expertise. Tailored Solutions. Trusted Guidance.
Access financing solutions designed to support your next opportunity.
How It Works:
A Seamless, Advisor-Centered Process
We’ve designed a streamlined path that keeps you in control while we do the heavy lifting.
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Opportunity Intake
You identify a lending opportunity. We help shape it. Submit basic details and we’ll take it from there.
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EXCEPTIONAL ACCESS
Nationwide network of over 1,400 institutions available on-demand to review each client opportunity
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DIVERSE OPTIONS
Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported
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ANONYMOUS
All requests are posted anonymously - clients can submit an inquiry and review interest prior to sharing information
Connect directly with the Creative Planning Lending team.
Whether you are exploring financing for a business initiative, real estate investment, specialty asset purchase, or simply want to better understand the lending options available today, our team is here to help.
Schedule a brief consultation with the Creative Planning Capital Solutions team including the lending specialists from our partners at Community Capital, to discuss your goals and upcoming financing needs.
During your 1-on-1 consultation, we can help you reconnect and discuss upcoming capital needs or opportunities you are considering, including:
> Explore lending options across a range of financing needs — including commercial & industrial, commercial real estate, SBA, equipment financing, franchise, or specialty assets such as aviation or marine.
> Evaluate potential financing strategies aligned with your investment, business, or liquidity objectives.
> Understand the lending process and how to navigate financing opportunities with experienced guidance and support.
... and any other loan-related topic you'd like to discuss!
Schedule a 30 Minute Consultation
Lending can be complex, but with the Creative Planning Lending Team + our Community Capital Partners by your side, it doesn’t have to be.
Whether you’re navigating a thinking about how to pursue a professional opportunity or actively considering business or specialty financing options - from sourcing capital to fund a working capital line, a business acquisition, or the purchase of a yacht or private aircraft, our dedicated team of lending and capital markets specialists delivers white-glove service every step of the way.
We are more than just a resource. We are your strategic execution team, blending deep market insight with a high-touch service model designed to help you achieve your goals with clarity and confidence.
Explore Lending Solutions
Lorena Olivas
Manager, Growth Initiatives
Lorena joined Osaic in 2019. In her current role, Lorena identifies opportunities to facilitate access to capital for advisors and their clients. Most recently, she managed the development of Osaic’s working capital line of credit, Capital Credit Line, expanding the solutions available for Osaic advisors to grow enterprise value. Lorena also led the launch of Osaic’s digital lending marketplace, CapitalHub, strengthening advisors’ ability to provide holistic wealth management for their clients. In addition to developing new products, she works consultatively with advisors on the most effective ways to finance organic and inorganic growth.
Career Summary
Lorena has extensive experience in corporate finance including FP&A and M&A. In her previous roles at Osaic, Lorena supported the annual planning process and the successful delivery of the Ladenburg Thalmann integration
Educational Background
Lorena holds a bachelor’s degree in economics from Arizona State University and an Executive MBA from the University of Arizona. Lorena has successfully completed the SIE and Series 6 exams.
Delaney Metcalf
SVP, Capital Solutions
Delaney has completed numerous corporate M&A deals to help grow the scale of the Osaic network. He’s worked in a variety of Business Development roles at Osaic, including Recruiting, Lending, and Corporate Development. In his current capacity, he works closely with internal and external parties to create debt and equity structures that support growth initiatives for Osaic’s financial professionals and their clients.
Career Summary
Delaney entered the financial services industry in 2012. He started his career at US Bank in a variety of business units, including Capital Markets, Mortgage Originations and Servicing. Prior to his current role, he was the Director of Corporate Development at Osaic.
Educational Background
Delaney holds a bachelor’s degree in finance from the University of St. Thomas – Opus School of Business and a Master’s in Business Administration from the University of Minnesota – Carlson School of Management. He completed an Executive Development Program at Northwestern University – Kellogg School of Management.
Visit the CapitalHub Advisor Education Page
Discover how CapitalHub can help you expand your advisory toolkit and strengthen client relationships. The Advisor Education page is your hub for case studies, how-to guides, and resources designed to make offering lending solutions simple and impactful. Learn from real-world success stories, explore practical tips, and access tools to confidently bring lending into your client conversations.