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.
Company Details
- Employees
- 10
- Address
- 3330 University Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Madison, Wisconsin
Creative Planning International Questions
Creative Planning International's website is http://www.creativeplanning.com/international
Creative Planning International's LinkedIn profile is https://www.linkedin.com/company/creative-planning-international
Creative Planning International has
10 employees.
View email and phone details for 10
employees at Creative Planning International.
Creative Planning International's industry is
Financial Services
Creative Planning International's top competitors are
Creative Planning Legal, P.a.,
Sonmore Financial,
Creative Planning Business Services,
Creative Planning Retirement Services,
Prime Capital Financial,
Mariner,
Walkner Condon Financial Advisors,
Creative Planning Financial Group,
Euroamerican Financial Advisors,
Creative Planning.
Creative Planning International's categories are Financial Services
