Erica Puent, CFP® | Creative Planning International

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608-237-1318
International Services
- - - U.S. Expat Wealth Services
  - - Swiss Wealth Services
  - - A Barron’s-Ranked Top RIA Firm
      
      (2019-2025)
    - ~$700B
      
      In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2025.*
    - *Industry disclaimer information
Insights
- - - Cross Border Research
  - - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Signal or Noise?
      
      Market Trends & Analysis
      
      Icons & Ideas
      
      Lessons we can all use to build, lead and live well.
About
- - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Contact Us
Client Login
Visit Creative Planning

Contact Us
608-237-1318
International Services
- - - U.S. Expat Wealth Services
  - - Swiss Wealth Services
  - - A Barron’s-Ranked Top RIA Firm
      
      (2019-2025)
    - ~$700B
      
      In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2025.*
    - *Industry disclaimer information
Insights
- - - Cross Border Research
  - - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Signal or Noise?
      
      Market Trends & Analysis
      
      Icons & Ideas
      
      Lessons we can all use to build, lead and live well.
About
- - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Contact Us
Client Login
Visit Creative Planning

Home > Erica Puent, CFP®

We work with households having a minimum of $500,000 in U.S.-based investable assets.