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Francisco Aguilar

International Wealth Manager

Francisco serves as an International Wealth Manager, assisting American expats and other cross border families with managing their wealth, specializing in both US and international investment management, estate planning, tax planning, risk management, currency hedging, and retirement planning.

Francisco brings more than 7 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he was an analyst for a New York-based institutional and private asset management firm. He also taught economics at the University of Wisconsin-Whitewater while completing research on implied volatility and portfolio returns.

Francisco earned a Bachelor of Business Administration degree in Finance and Economics from the University of Wisconsin-Oshkosh. He also earned a Master of Science degree in Economics from the University of Wisconsin-Whitewater.

Francisco is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and fluent in both English and Spanish.

*See all Creative Planning disclosures and sources.

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“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