Peter Sengelmann, Cfa
About Peter Sengelmann, Cfa
Peter Sengelmann is a Director of International Investments and International Wealth Manager at Creative Planning, where he has worked since 2020. He has extensive experience in investment management and financial advisory roles across various global firms, with a focus on cross-border tax complexities and estate planning.
Current Role at Creative Planning
Peter Sengelmann serves as the Director of International Investments and International Wealth Manager at Creative Planning. He has held this position since 2020, contributing to the firm's focus on providing comprehensive wealth management services. His role involves overseeing international investment strategies and managing client portfolios, ensuring alignment with individual financial goals.
Previous Experience at Thun Financial
Prior to his current role, Sengelmann worked at Thun Financial, a division of Creative Planning, as the Chief Investment Officer and International Financial Advisor from 2017 to 2020. During his tenure, he was responsible for guiding investment strategies and advising clients on international financial matters. He also served as the Director of International Investments and International Wealth Manager from 2020 to 2022.
Professional Background in Investment Management
Sengelmann has extensive experience in investment management, having worked at various firms. He was a Client Service and Marketing Executive at Western Asset Management from 2008 to 2012 in Singapore. He also held the position of Senior Portfolio Manager at NN Investment Partners from 2012 to 2016 and served as Vice President and Portfolio Manager at Payden & Rygel from 2003 to 2008 in Los Angeles.
Education and Qualifications
Peter Sengelmann holds a Bachelor of Arts in Economics from UC San Diego, where he studied from 1991 to 1996. He also earned an MBA in Finance from UCLA Anderson School of Management from 2001 to 2004. Additionally, he studied Mandarin at National Taiwan Normal University for one year in 1995-1996, enhancing his ability to engage with international clients.
Specializations and Client Services
Sengelmann specializes in cross-border tax complexities and estate planning, providing valuable insights to clients navigating international financial landscapes. He is dedicated to helping clients avoid financial mistakes and offers consultations to discuss individual financial situations, aiming to tailor strategies that meet their unique needs.