Kathleen Kaffer, JD, CFP®
International Wealth Manager
Kathleen serves as an International Wealth Manager, working with clients around the world to help them achieve their financial goals through comprehensive financial planning that addresses all aspects of a healthy financial life, including global investments, cross-border tax and estate planning, college savings and retirement planning.
Prior to joining Creative Planning, Kathleen worked for an independent investment advisory firm as an international investment advisor. She was also previously an equity analyst.
Kathleen earned a Bachelor of Arts degree in political science from George Washington University and a Juris Doctor degree from the New York University School of Law. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Kathleen has lived in France, Spain, Portugal and China. She and her husband, Javier, have one son and enjoy traveling, reading, nature, architecture and history.
Articles by Kathleen Kaffer, JD, CFP®
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