Peter Sengelmann, MBA, CFA
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.
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