Thun Financial and Reilly Financial Advisors are now Creative Planning International.

Francisco Aguilar-Puyol, MS, CFP®

International Wealth Manager

Francisco serves as a Private Wealth Manager, working directly with his 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.

Francisco joined Creative Planning through a merger with an independent advisory firm based in Madison, Wisconsin. Prior to that, he was an analyst for a New York-based institutional and private asset management firm.

Francisco earned a Bachelor of Business Administration degree in finance and economics and a Master of Science degree in economics. He taught economics at the University of Wisconsin-Whitewater while completing research on implied volatility and portfolio returns.

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

Francisco resides in Madison, Wisconsin, with his wife, Lexy; their daughter, Mia; and their two rescue dogs. In his spare time, Francisco enjoys spending time with family, traveling, reading, volunteering, cooking, and participating in a variety of sports.

*See all Creative Planning disclosures and sources.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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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 more than 75 countries.