David Kuenzi, Cfp®
About David Kuenzi, Cfp®
David Kuenzi, CFP®, serves as the Director of International Wealth Management at Creative Planning LLC, where he has worked since 2020. He has extensive experience in wealth management, having previously founded Thun Financial Advisors and contributed to The Wall Street Journal.
Work at Creative Planning
David Kuenzi serves as the Director of International Wealth Management at Creative Planning LLC, a position he has held since 2020. In this role, he oversees wealth management services for clients across more than 50 countries. His leadership focuses on addressing the unique financial needs of international clients, ensuring that they receive tailored strategies and solutions. Kuenzi has played a key role in transitioning Thun Financial Advisors into Creative Planning International, enhancing the firm's capabilities in serving a global clientele.
Previous Experience
Before joining Creative Planning, David Kuenzi had a diverse career in finance. He worked as an Investment Expert Contributor for The Wall Street Journal Expat from 2014 to 2016, providing insights on investment strategies. His experience also includes serving as Vice President at JPMorgan Chase from 1994 to 1995 and as Vice President of Institutional Sales at Deutsche Bank in 2000. Additionally, Kuenzi founded Thun Financial Advisors in 2008 and led the firm until 2022, where he developed expertise in wealth management.
Education and Expertise
David Kuenzi holds a Master of Philosophy (M.Phil.) from Columbia University, which he achieved in 1993. He also studied at Harvard University as a Fellow at the Russian Research Center from 1992 to 1993. Kuenzi earned a Bachelor of Arts (B.A.) from the University of Wisconsin-Madison in 1989. His educational background provides a strong foundation for his expertise in wealth management and international finance.
Background
David Kuenzi has a significant background in wealth management and finance. He has spent over two decades in various roles within the financial services industry, focusing on investment strategies and client relations. His experience spans multiple prestigious institutions, which has contributed to his comprehensive understanding of global financial markets and client needs.