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Hanna Kennedy, CFP®

International Wealth Manager, Partner

Hanna serves as an International Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning, ensuring clients residing both domestically and abroad have the support necessary to accomplish their personal and financial goals. Serving as a trusted advisor, Hanna enjoys building long-lasting relationships with her clients.
Prior to joining Creative Planning, Hanna served as an International Wealth Advisor for an independent registered investment advisory firm.

Hanna graduated summa cum laude from San Diego State University and is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. As a San Diego native, Hanna takes advantage of all the city has to offer. In her personal time, she and her husband can be found anywhere outdoors; hiking, camping, backpacking, and sailing are some of their favorite hobbies.

Articles by Hanna Kennedy, CFP®

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