David Kuenzi

David Kuenzi, CFP®
Director of International Wealth Management

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David serves as the Director of International Wealth Management, leading a team of advisors who work directly with 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.

Prior to joining Creative Planning, David founded Thun Financial, a leading independent advisory firm serving Americans abroad and investors across the globe. Thun Financial was recognized as a Top 300 U.S. Registered Investment Advisor by the Financial Times for 2020*. David was ranked by Forbes as a Best-In-State Wealth Advisor in Wisconsin for 2020*, and he has also been a frequent contributor to the Wall Street Journal on U.S. expat financial planning topics. Prior to founding Thun Financial, David worked in international banking with major international firms in the United States, United Kingdom and Russia.

David earned a Bachelor of Science degree in Political Science from the University of Wisconsin and a Master of Science degree in Political Science from Columbia University. He is also a CERTIFIED FINANCIAL PLANNERTM as designated by the Certified Financial Planner Board of Standards.

David resides in Madison with his wife and three sons.

*Disclosures

The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. The FT caps the number of advisers from any one state. The cap is roughly based on the distribution of millionaires across the US.

Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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