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Our International Team

Creative Planning International has a dedicated team of wealth managers and financial planners who work with American citizens abroad and international families in more than 90 countries.

About Creative Planning

Our team of international wealth managers understands your cross-border needs because we have lived your experience. Many of our team members have lived abroad, are immigrants to the U.S. and are members of mixed nationality families. We understand the frustration of managing finances across borders and provide solutions and guidance you need, helping you achieve your financial goals and enjoy a richer way to wealth.

Services Offered

Comprehensive Cross-Border Wealth Management

Wealth Management for U.S. Expats Subject to U.S. Citizenship Based Taxation

Cross-Border Trust and Estate Planning

Cross-Border Financial Planning

Cross-Border Retirement Planning

Multi-Jurisdiction Tax Strategy

International Insurance Planning

Access to U.S. Brokerage Services for Non-U.S. Residents

Meet the International Team

David Kuenzi, CFP®
Director of International Wealth Management, Partner
Peter Sengelmann, MBA, CFA
Director of International Investments, Partner
Gabrielle Reilly, GFP (USA), CFP®, MSBA
Managing Director
Andy Medina, MS, CFP®
International Wealth Manager
Ben McKiernan
International Wealth Manager
Francisco Aguilar-Puyol, MS, CFP®
International Wealth Manager
Hanna Kennedy, CFP®
International Wealth Manager
Jack Thomas, CFP®
International Wealth Manager
Jake Mongler, CFP®, MBA
International Wealth Manager
Justin Kim, CFA
International Wealth Manager
Kathleen Kaffer, JD, CFP®
International Wealth Manager
Nancy Metzger, JD, CFP®
International Wealth Manager
Pat Betley
Pat Betley
International Wealth Manager
Phil Ricasata, CFP®
International Wealth Manager
Phillip Pizzuti, CFP®
International Wealth Manager
Roger Healy, MBA, CFP®, EA, TEP
International Wealth Manager
Sandeep Brion, MBA
International Wealth Manager
 

We work with households having a minimum of $500,000 in investable assets.