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

Peter Sengelmann, MBA, CFA

Director of International Investments

Peter serves as the Director of International Investments, 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. Additionally, he sits on the Investment Policy Committee for Creative Planning and leads international investment research and portfolio construction for international clients.

With more than 19 years of experience in the financial services industry, Peter was the Chief Investment Officer for an independent investment advisory firm servicing international clients prior to joining Creative Planning. He also previously worked in institutional asset management for major international financial firms while living in Los Angeles and Singapore.

Peter earned a Bachelor of Arts degree in economics with a minor in Chinese studies from the University of California, San Diego. He also completed a Mandarin language scholarship at the National Taiwan Normal University and speaks fluent Mandarin. Peter earned a Master of Business Administration in finance from the UCLA Anderson School of Management and is a Chartered Financial Analyst®, as designated by the CFA Institute.

Peter and his wife, Putri, have six children ranging in age from five to 17. In his spare time, Peter enjoys spending time with his wife and children, participating in sports (especially volleyball, surfing and water/snow skiing), cooking, traveling and watching movies.

*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.