Financial Planner at Creative Planning
Simplifying the financial lives of individuals with US connections. Financial Planner on the international team of Creative Planning LLP, a leading US independent wealth management firm. With expertise in cross-border investment management, tax planning, trust and estate strategies, we assist clients across more than 90 jurisdictions. Our goal is to provide comprehensive and tailored solutions to help clients navigate the complexities of international financial planning. Having spent the majority of my life outside of the US, I know too well the intricacies involved in navigating multiple tax jurisdictions and regulatory landscapes to make optimal financial decisions. I now empower clients by equipping them with the knowledge necessary to optimize their financial well-being. If you ...