Jesús Zepeda Castro

International Financial Planner at Creative Planning International

Role
International Financial Planner at Creative Planning International
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jesús Zepeda Castro

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities; Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management.

Experience

  1. International Financial Planner

    Creative Planning International

    Aug 2024 — Present · Phoenix, AZ, US

Education

  • Arizona State University - W. P. Carey School of Business

    Bachelor of Arts - BA

    2021 — 2023

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Jesús Zepeda Castro — International Financial Planner at Creative Planning International in Phoenix, AZ, US | Unifers