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Jack Thomas, CFP®

Wealth Manager

An International Emerging Wealth Manager working directly with cross-border families, Jack develops and implements comprehensive financial plans to address the financial goals and complex needs of his clients. Jack practices in the areas of investment planning, tax planning, retirement planning, risk management and estate planning. He has a unique understanding of the challenges faced by U.S. expats, as well as non-U.S. citizens, and modulates his planning accordingly.
Jack joined Creative Planning through a merger with an internationally focused, independent wealth advisory firm based in Madison, Wisconsin. Through his time there and at Creative Planning, he has worked with hundreds of cross-border families around the world. Jack works to help clients maximize their time spent abroad while achieving their financial goals.

A CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, Jack earned his bachelor’s degree in personal finance from the University of Wisconsin, Madison.

Jack resides in Tucson, Arizona, where he enjoys spending time with family and friends, participating in athletics and cheering on the Wisconsin Badgers.

Articles by Jack Thomas, CFP®

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