Erica Puent, CFP®

Erica serves as an International Wealth Manager, working with clients around the world to help them achieve their financial goals through comprehensive financial planning that addresses all aspects of a healthy financial life, including global investments, cross-border tax and estate planning, college savings and retirement planning.

Erica offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she worked for both a national financial services firm and a private registered investment advisor.

Erica earned a Bachelor of Science degree in financial counseling and planning from Purdue University. She is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Growing up, Erica spent summers in Japan visiting family. She then lived in Japan for a stint after attending college. In her personal time, Erica enjoys spending time outdoors, traveling to new places, reading, going to museums and cycling.