7

Teachers

65+

Students

10

Lessons

75

Years of Experience

Membership

The Global Financial Planning Institute Membership Options

Open Member

Enjoy benefits such as All Member Forum (unmoderated), Member Only Forum, Introductory Presentations only (no access to slide-deck), Blog.

333

Associate Member

Enjoy benefits such as Discounts to Conferences/Events, Institutional Foreign Exchange (30 bps @ $20K), Professional Services Network, Intermediate and Advanced Presentations (Slide-decks) + White Papers, etc.

21

Full Member

Enjoy benefits such as HEART Exit tax Calculator, Find an Advisor Listing, Media Enquiries, Use of GFP Designation, Institutional Foreign Exchange, Multi-Currency Client Investment Plan, etc. (For experienced practitioners and post-Master Class members only)

67

Become an Open Member

Become an open member for free and access our forum.

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As featured in:

Subject Matter Experts

Our guest presenters include CPAs, tax professionals, immigration attorneys,  and global insurance professionals that have years of on-hand experience with cross-border clients.

Melvin Warshaw

International Tax and Estate Planning Lawyer

Melvin A. Warshaw has nearly 40 years of experience as an estate planning and tax lawyer. He currently represents U. S. and non-U. S. families and companies on a wide range of personal and business tax matters.

Katrina Haynes

Owner, Haynes & Associates

Katrina started Haynes & Associates in 2015 and until recently worked as the Global Mobility Tax Manager for The Coca-Cola Company. She has 20+ years of experience serving clients with a global workforce.

Marina Hernandez

US/Swiss Crossborder Wealth Manager & Tax Advisor

Marina is an Argentine and Spanish citizen by birth and an US citizen by choice. In 2009 she founded MHTax, a tax preparation firm, to provide tax advisory services to US immigrant and US expat families.

Allen Koski

President and Chief Innovation Officer at Insured Nomads

It has been my pleasure to have meetings in 50+ countries and support hundreds of global clients. I have been fortunate to speak at many industry leading events like IBIS and the Annual ISCEBS Employee Benefits Symposium.

Events

Upcoming education events to feed your brain

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"After completing the GFPI Master Class, I know what questions to ask and specific areas to delve into that might be problematic. I also now have a ready list of trusted contacts I can tap into to make referrals for more complicated cases."

Jalene Hahn, CFP® GFP (USA)

WWA Planning & Investments

"I’ve learned a tremendous amount in this class, such that I can better serve my clients, but also so that I better understand which clients are not a good fit for my knowledge and abilities. This course is an absolute must for anyone offering financial advice to the globetrotting class and represents real value to our planning community."

Dan Tobias, CFP® GFP (USA)

Passport Wealth Management

"Having worked with global clients for some years, I was surprised to realize how much more I had to learn! The course was well done and included facts I had previously left to CPAs and immigration attorneys such as visa status, immigration rules, and details of tax and estate planning that were super helpful."

Ariadne Horstman, CFP® RLP® GFP (USA)

Appreciate Personal Finance

"The Master Class has given me the confidence to start my own global financial planning practice. The GFP (USA) designation looks great to clients as well."

John Mcnertney, CFP® GFP (USA)

Green Ocean Global

Starting Next Spring:
Master Class in US Inbound / Outbound Financial Planning

Secure your spot for the Master Class in US Inbound/Outbound International Financial Planning.

The Authority in International
and Cross-Border Financial Planning

Education, Community, Tools and Research for the International and Cross-Border Financial Planner.

Learn More

About the Global Financial Planning Institute

Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools/resources and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.

Education

Community

Tools / Resources

Research

The GFP Institute offers the Master Class series in US Inbound/Outbound International Financial Planning.

This course is the foundation for US financial planners seeking to work with incoming or outbound expatriates or Americans abroad.​

Learn More

None of us are smarter than all of us.

From connecting with international and cross-border peers to obtaining a referral to a service provider, we all appreciate the value of community.

Learn More

From PFIC tax calculations, to a
'Covered expatriate' exit tax illustrator, we shall be offering a suite of tools to make the work of an international and cross-border financial planner
that much easier.

Learn More

We provide up to date information
to do with regulatory
and legal changes affecting the
international and cross-border
financial planning world.

Learn More

Education

Our Free Webinars are for Aspiring
Global Financial Planners
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Check Out Our Find an Advisor Tool to Connect with a
Global Financial Planner (GFP)

Miguel Sosa, GFP, CIMA
Premia Global Advisors
Countries of Expertise:
United States, Barbados, Ecuador, Mexico
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Norman Mangina, CFP®, GFP (USA)
Illumination Wealth
Countries of Expertise:
United States
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Ariadne Horstman, USA, CFP, RLP
Appreciate Finance
Countries of Expertise:
France, Portugal, Germany, United States
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Grant W. (Wes) Armstrong, CFP® , GFP (USA), Certificate in Philanthropic Solutions
In Transition
Countries of Expertise:
United States
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John McNertney, CFP®, GFP (USA)
Freestone Capital Management
Countries of Expertise:
Portugal, United States
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John Chesbrough, CFP®, GFP (USA)
Trail Financial Planning LLC
Countries of Expertise:
Malaysia, New Zealand, Czech Republic (limited) and the US.
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Lauris Lambergs, CIMA, MBA, GFP (USA)
Renaissance Wealth Advisors, LLC
Countries of Expertise:
United States, United Kingdom, France, Germany, Switzerland, Spain, Italy, Poland, Sweden, Latvia, Estonia, Lithuania.
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Todd Brundage, CFP®, ChFC, GFP (USA)
Pacific Capital Works
Countries of Expertise:
United States, Generalist
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Guillaume Decalf, GFP (USA)
Oui Financial
Countries of Expertise:
United States, France
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Lisa Brown, CFP®, CIMA, GFP (USA)
Brightworth
Countries of Expertise:
United States
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Natalie Truty, CFP®, GFP (USA)
Wealthspire Advisors
Countries of Expertise:
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Neil Krishnaswamy, CFP®, RICP, EA, GFP (USA)
Krishna Wealth Planning LLC
Countries of Expertise:
United States, India
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Grace Kvantas, CFP®, GFP (USA)
Financial Symmetry Inc.
Countries of Expertise:
United States
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Kim Hall, CFP®, GFP (USA)
Clarity Wealth Development
Countries of Expertise:
Australia, United States
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Daniel Tobias, CFP®, PPC, GFP (USA)
Passport Wealth Management
Countries of Expertise:
United States
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Sunil Harpalani, CFP®, CPA, GFP (USA)
Holistic View Financial, LLC
Countries of Expertise:
United States, India, United Kingdom, Spain
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Jane Beule, CFP®, TEP, GFP (USA)
Griffin Black, Inc.
Countries of Expertise:
India, Ireland
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Joan L. Sharp, CFP®, CeFT®, RLP®, CAP®, MSFS, GFP (USA), Kolbe Certified™ Consultant
River Family Advisors,LLC
Countries of Expertise:
United States
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Steven Heintz, CPA, GFP (USA)
Heintz & Clark, Ltd
Countries of Expertise:
Australia, United Kingdom
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Ryan Firth, GFP (USA), CPA/PFS™, CFP®, CCFC
Mercer Street Personal Financial Services
Countries of Expertise:
United States
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Karen Leech, CPWA, GFP (USA)
Wetherby Asset Management
Countries of Expertise:
United States, United Kingdom
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Robinson Crawford, CFP®, GFP (USA)
Montebello Avenue Limited Co.
Countries of Expertise:
United States
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Anja Luesink, MBA CFP® RLP® CeFT GFP (USA)
Luesink Stenstrom Financial
Countries of Expertise:
Netherlands, Spain, United Kingdom, Australia
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Mariah Sacoman, CFP®, GFP (USA)
HighRocks Wealth, LLC
Countries of Expertise:
Italy, France
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Brenna McLoughlin, CFP®, GFP (USA)
Wealthstream Advisors, Inc.
Countries of Expertise:
United Kingdom
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Thomas Goodwin, CFP, EA, GFP (USA)
F.L. Putnam Investment Management Company
Countries of Expertise:
Canada, Australia, United Kingdom
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Martha Kern, CFP, GFP (USA)
Plan First Wealth LLC
Countries of Expertise:
United States, United Kingdom
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Emilie R. Goldman, CFA, CFP®, GFP (USA)
Tamarind Financial Planning
Countries of Expertise:
United States
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Jeffrey Daniher, CFP, CTFA, CLU, AEP, GFP (USA)
Ritter Daniher Financial Advisory LLC
Countries of Expertise:
United States
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Raoul Rodríguez, CFP®, EA, GFP (USA)
Congress Wealth Management
Countries of Expertise:
Mexico, United States
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James Boyle, CFP®, GFP (USA)
Plan First Wealth
Countries of Expertise:
United States, United Kingdom
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Brett Spencer, GFP (USA), CFP®, CEPA
Impact Financial
Countries of Expertise:
Latin America, South America, Europe
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Abby Rosen, GFP (USA), CFP
RegentAtlantic
Countries of Expertise:
France, Germany, Japan
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Ashley Murphy, GFP (USA), CFP®
Areté Wealth Strategists
Countries of Expertise:
United States, Australia
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