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Request a Meeting

International

LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Voted #1 Independent Financial Advisory Firm in America,* Creative Planning provides comprehensive, customized wealth management services. Meet with our International wealth managers to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron’s 2017
Important disclaimer information

Services Offered

  • Comprehensive Wealth Management
  • Investment Management
  • Tax Preparation & Planning
  • Trusts & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Insurance
  • International Services

All services

Meet Your Team

  • ...
    David Kuenzi
    Director of International Wealth Management, Partner
  • ...
    Peter Sengelmann
    Director of International Investments
  • ...
    Clay Baker
    Managing Director
  • Francisco_Aguilar_Puyol
    ...
    Francisco Aguilar
    International Wealth Manager
  • ...
    Pat Betley
    International Wealth Manager
  • ...
    Sandeep Brion
    International Wealth Manager
  • Roger-Healy
    ...
    Roger Healy
    International Wealth Manager
  • Kathleen-Kaffer
    ...
    Kathleen Kaffer
    International Wealth Manager
  • ...
    Hanna Kennedy
    International Wealth Manager
  • ...
    Andy Medina
    International Wealth Manager
  • Nancy-Metzger
    ...
    Nancy Metzger
    International Wealth Manager
  • ...
    Jake Mongler
    International Wealth Manager

Get on the path to a more comprehensive, personalized approach to your wealth..

Let’s Talk!

Request a Meeting

Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021