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Thun Financial is now Creative Planning International.

Kathleen Kaffer, JD

International Wealth Manager

Kathleen serves as an International Wealth Manager, working with her clients to develop and implement customized financial plans with an emphasis on cross border considerations including U.S. and international investments, tax planning, retirement and estate planning.

Prior to joining Creative Planning, she worked for an independent investment advisory firm as an International Investment Advisor and was previously an equity analyst.

Kathleen earned a Bachelor of Arts degree in Political Science from George Washington University. Kathleen earned a Juris Doctor from New York University School of Law.

Kathleen has lived in France, Spain, Portugal and China. Kathleen and her husband, Javier, enjoy traveling, reading, nature, architecture and history.

*See all Creative Planning disclosures and sources.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

U

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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 65 countries.