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

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Justin Kim, CFA

International Wealth Manager

Justin serves as an International Wealth Manager, working with his clients to develop and implement customized financial plans with an emphasis on cross-border considerations (including U.S. and international investments as well as tax, retirement and estate planning).

Bringing more than 10 years of experience in the financial services industry to his role at Creative Planning, Justin previously worked as an equity research analyst at one of the largest global asset managers in the U.S. While there, Justin covered various sectors (consumer, technology and financial services) in both U.S. and international markets.

Justin earned a Bachelor of Science degree in economics, with a concentration in finance, from the Wharton School of the University of Pennsylvania. He is also a CFA® charterholder.

Fluent in both English and Korean, Justin was raised by immigrant parents and lived in Seoul, California and New Hampshire growing up. He currently resides in New York City. In his spare time, Justin enjoys spending time with his friends and family, playing sports (especially golf) and traveling around the world.

*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

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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.