Financial Services - Madison, WI, US
Chief Investment Officer & International Financial Advisor
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 50 countries. Our team of cross-border wealth managers and financial planners are uniquely qualified to manage the complex implications for Americans abroad of U.S. citizenship-based taxation. We also work with non-U.S. citizen expats who face complicated tax and regulation associated with cross-border investing. You'll benefit from our planning-led approach that is focused on helping you achieve your long-term financial goals even as you live and work across borders.
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