Eric Jia, CFP® in

Eric Jia, CFP®

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International Financial Planner at Creative Planning
📍 Sugar Land, Texas, United States

Eric Jia is a Certified Financial Planner at Creative Planning International, specializing in navigating cross-border financial complexities for U.S. expats and high-net-worth executives. A graduate of the University of Houstons C.T. Bauer College of Business, he focuses on tax coordination, multi-jurisdiction investing, and creating elegant solutions for complex international wealth strategies.

Outside of his primary role, Eric has practical experience in real estate investment. He personally manages a local rental property, giving him hands-on insight into that asset class.

Unique fact: His expertise extends to sustainable investing, where he develops tailored ESG (Environmental, Social, and Governance) portfolios for clients.

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Experience
6 Years
Current Role
International Financial Planner
Location
Sugar Land, Texas, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Eric cares about

Cross-Border Finance
He specializes in helping U.S. expats and global families manage cross-border financial complexity, including tax, investments, and retirement planning.
Expat Wealth Strategies
He focuses on creating simple solutions for Americans living overseas, dealing with multiple currencies, foreign pensions, and international compliance rules like FATCA.
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Career

Work history

5-2025
International Financial Planner
Creative Planning
1-2025 - 5-2025
Financial Solutions Advisor
Bank of America Merrill Lynch
12-2021 - 11-2023
Financial Solutions Advisor
Bank of America Merrill Lynch
1-2019 - 12-2021
Relationship Manager
Bank of America
In the press

Media appearances

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Education
Bachelor of Science - BS
University of Houston, C.T. Bauer College of Business
CFP Track
Bryant University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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