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

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Sandeep Brion, MBA

International Wealth Manager

Sandeep 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 a Portfolio Manager and equity analyst with an emphasis on risk management.

Sandeep earned her MBA (Applied Securities Analysis Program) from University Of Wisconsin, Madison and has an engineering degree from the University Of Pune, India.

Sandeep has lived in Bahrain and India. Sandeep and her husband, Darren, have two kids and a puppy (Herbie). Sandeep enjoys traveling, sports, reading, hiking and nature.

*See all Creative Planning disclosures and sources.

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“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 75 countries.