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Thun Financial is now Creative Planning International.

Our International Team

Creative Planning International has a dedicated team of wealth managers and financial planners who work with American citizens abroad and international families in more than 50 countries.

International team brainstorming

About Creative Planning

Our team of international wealth managers understands your cross-border needs because we have lived your experience. Many of our team members have lived abroad, are immigrants to the U.S. and are members of mixed nationality families. We understand the frustration of managing finances across borders and provide solutions and guidance you need, helping you achieve your financial goals and enjoy a richer way to wealth.

Services Offered

  • Comprehensive Cross-Border Wealth Management
  • Wealth Management for U.S. Expats Subject to U.S. Citizenship Based Taxation
  • Cross-Border Trust and Estate Planning
  • Cross-Border Financial Planning
  • Cross-Border Retirement Planning
  • Multi-Jurisdiction Tax Strategy
  • International Insurance Planning
  • Access to U.S. Brokerage Services for Non-U.S. Residents

All Services

Meet the International Team

  • ...
    David Kuenzi
    Director of International Wealth Management, Partner
  • ...
    Peter Sengelmann
    Director of International Investments
  • ...
    Clay Baker
    Managing Director
  • Francisco_Aguilar_Puyol
    ...
    Francisco Aguilar
    International Wealth Manager
  • ...
    Pat Betley
    International Wealth Manager
  • ...
    Sandeep Brion
    International Wealth Manager
  • Roger-Healy
    ...
    Roger Healy
    International Wealth Manager
  • Kathleen-Kaffer
    ...
    Kathleen Kaffer
    International Wealth Manager
  • ...
    Hanna Kennedy
    International Wealth Manager
  • ...
    Andy Medina
    International Wealth Manager
  • Nancy-Metzger
    ...
    Nancy Metzger
    International Wealth Manager
  • ...
    Jake Mongler
    International Wealth Manager

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in over 50 countries.