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Peter Sengelmann, CFA

Professional based in the San Francisco Bay Area

Peter Sengelmann, CFA, is a Partner and Director of International Investments at Creative Planning International.1 His LinkedIn profile indicates that he is passionate about helping people around the world achieve their financial goals and make sense of cross-border tax situations.1

As a Chartered Financial Analyst (CFA), Peter likely has extensive knowledge and expertise in investment analysis and portfolio management. His role at Creative Planning International suggests that he specializes in global wealth management, focusing on international investment strategies for clients.

While specific details about his background and experience are limited in the provided search results, his position as a Partner implies that he holds a senior role within the organization and is likely involved in key decision-making processes related to international investments.

Related Questions

What are Peter Sengelmann's key achievements at Creative Planning International?
How did Peter Sengelmann start his career in international investments?
What specific strategies does Peter Sengelmann use for cross-border tax planning?
What is Peter Sengelmann's educational background?
How has Peter Sengelmann's work impacted Creative Planning International's growth?
Peter Sengelmann, CFA
Peter Sengelmann, CFA, photo 1
Peter Sengelmann, CFA, photo 2
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Experience

Xero

Education

Ivey Business School at Western University

Location

Greater Madison Area