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
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
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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