Creative Planning International
Creative Planning International provides leading U.S-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 90 countries. We’re proud to be part of Creative Planning, an independent wealth advisory firm with more than $345 billion in combined assets under management and advisement.* Our team of cross-border wealth managers and financial planners is uniquely qualified to manage the complex implications of U.S. citizenship-based taxation for Americans abroad. We also work with non-U.S. citizen expats who face complicated tax regulation associated with cross-border investing. You’ll benefit from our comprehensive, planning-led approach focused on helping you achieve your long-term financial goals even as you live and work across borders. Why not give your wealth a second look? Your Team Awaits.*In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2024.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
4
tools in use
Monthly traffic
14K
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JM
Jake Mongler
Global Wealth Manager · Finance & Accounting
EmailPhone - AS
Ann Sanders Woodyard
Financial Planner · Finance & Accounting
EmailPhone - PS
Peter Sengelmann
Partner Director of International Wealth Management & Investments · Other
EmailPhone - CH
Camilo Hernandez
International Financial Planner · Finance & Accounting
EmailPhone - IJ
Isaac Jambor
International Financial Planner · Finance & Accounting
EmailPhone - AV
Alek van Valkenburg
() · Other
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Creative Planning International
7 distinct titles indexed · top 7 shown.
- 3international financial planner
- 1()
- 1choir director
- 1financial planner
- 1global wealth manager
- 1partner
- 1partner director of international wealth management & investments
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