Mexico, United States
US-Mexico cross border financial planning
Wealth Management Company
AUM, sliding scale.
I am a CFP® professional (US designation) and Enrolled Agent specializing in the intricacies of working with expatriates, principally the American community in Mexico and Mexicans in the U.S. I know how wonderful (and challenging) it is to live as an expat because I have lived that life. I have owned and sold real estate and operated business on both sides of the U.S. - Mexico border. I grew up in Mexico City, but I have lived and traveled as an expat in many countries, including Venezuela, Sudan and the Republic of Georgia. I firmly believe that the financial planning process applied in a cross-border environment will significantly improve your life.Contact this advisor