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

Kathleen Kaffer, JD

International Wealth Manager

Kathleen 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.

Prior to joining Creative Planning, Kathleen worked for an independent investment advisory firm as an international investment advisor. She was also previously an equity analyst.

Kathleen earned a Bachelor of Arts degree in political science from George Washington University and a Juris Doctor degree from the New York University School of Law.

Kathleen has lived in France, Spain, Portugal and China. She 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


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

OVER$210 Billion

Combined assets under management & advisement as of December 31, 2022

Serving Americans abroad and cross-border families in more than 75 countries.