Sarah is responsible for client relationships. She has passed all of the education and exam requirements of Certified Financial Planner designation. She has a Masters Degree from Indiana University Bloomington and is a Member of Financial Planning Association of MN. Her and her team’s industry experiences include international wealth strategies, executive (RSU, SO), inherited wealth, estate planning, tax strategy.
Sarah is a concert pianist whose favorite composers are Bach, Rachmaninoff, and Debussy.
Paul is the Founder of Borges Financial, an independent fee-only comprehensive financial planning and investment management firm. Borges Financial specializes in serving Norwegian/American expatriates and offering clients sustainable investment solutions that align with their personal values.
Paul is a US citizen born and raised in the Midwest, but has spent the past 5 years as an expat studying and working in Scandinavia, initially in Copenhagen, Denmark and most recently in Oslo, Norway. This experience abroad has given him firsthand experience around the complexities expats face in getting their financial lives in order and saving for their goals in a cross-border environment.
He has a range of financial industry experience having worked at Ameriprise Financial in Chicago, IL, Nordea Bank in Copenhagen, Denmark, and Ernst & Young in Oslo, Norway. Roles have ranged from financial planning, investment management, ESG analysis, to consulting.
Paul has a Graduate degree in Management from Copenhagen Business School and an Undergraduate degree in Economics from the University of Wisconsin-Madison. Additionally, Paul continuously strives to further develop his skillsets and has earned both his CFA Charter and CFP® certification.
https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png00Rachel Plotzkyhttps://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.pngRachel Plotzky2021-06-14 11:00:092021-06-16 12:13:03Paul Borges, CFP®, CFA
Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like “if something were to happen to me, am I prepared?” My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals.
I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says “investing is simple, it’s just not easy.” Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.
I am not your typical financial advisor because of my unique background. I grew up in Mexico City in a household with a single mother and two sisters, thus, I have tremendous respect for women and a passion for seeing them succeed financially.
I have always been curious to see all that the world offers. I have been lucky enough to explore the impressive Victoria Falls in Zimbabwe to the enigmatic city of Petra in Jordan, I have traveled to 40 countries. Hence, I understand why many Americans want to live abroad: rich cultures, exquisite cuisine, hospitable people, and let’s say it: a more affordable cost of living.
Since 2007 when I entered the financial services industry, I have enjoyed doing financial and strategic planning for Americans who wish to move abroad and need some extra help planning around their finances. I’m particularly well-prepared for working with expats as I am a virtual financial advisor with a deep understanding of the financial needs of those who have a home away from home.
Early retirement is more than just not working; it signifies attaining financial independence, i.e., the freedom to work on your terms. My passion is helping you achieve your personal definition of financial success, whether that is early financial independence, retirement abroad, or something else. Let’s make a customized money investment plan that fits your needs!
https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png00Rachel Plotzkyhttps://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.pngRachel Plotzky2020-07-30 09:38:142021-07-14 11:34:34Victor Gersten, CFP®, EA
Financial life planning is about more than saving and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify value driven goals, evaluate trade-offs, and make well-informed decisions. My passion is helping clients optimize their resources to enable a rich and purposeful life.
I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. With family spread across the world, I developed an interest in global financial planning and specialize in US-Australia cross-border planning.
I have a Ph.D. in Applied Economics, hold a designation in Global Financial Planning and am a Registered Life Planner. I love being a part of the Corvallis community, where I live with my husband, two daughters and geriatric dog. In my spare time I like to keep active enjoying the many amenities and adventures our town provides, serving our community, and traveling to far-off destinations (often to visit family and friends).
Welcome! I’m Cynthia Meyer, CFA®, CFP®, ChFC®, and I am a real estate investor and financial planner who founded Real Life Planning to mentor a new generation of real estate dreamers.
At Real Life Planning, we speak both real estate and financial planning. Whether you’re adding to your properties, listing your place on Airbnb, getting started as a landlord or looking to buy a home overseas, we’ll help you create a realistic plan for your financial life goals.
As you build your investment property portfolio, we will help you plan to minimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities.
Our clients are
– Rental property investors looking for a comprehensive financial plan
– Professionals considering a real estate side-hustle to expand investments
– People with inherited rental property
– Homeowners maximizing opportunities for income
– Americans looking to buy property overseas
– Expats buying homes in the U.S.
We’re a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That’s why our fees are inclusive and transparent.
Direct real estate isn’t for everyone, and there are many ways to include real estate in your investment mix. We pledge to help you sort through your options and design a realistic plan that fits your life stage and preferences.
Real Life Planning works with clients virtually from anywhere and in-person in the NYC area. Interested in the real (estate) life? Book a discovery call today.
My career began in Washington, D.C. I finished studies at George Washington University, then moved from the Federal Deposit Insurance Corporation (FDIC) to a career as a management consultant with IBM. Although the work was I did was always interesting, it wasn’t what I would or could call a calling or a passion. I needed a goal.
Thankfully, my wife Jillian was on-board with the idea of leaving it all behind to travel the world, so that’s what we did. After spending years with a singular financial goal, careers were put on hold, the plunge was taken and next thing we knew we were petting grey whales in Mexico on day one of a trip through 50 countries around the globe over 21 months.
Then we came home.
I was a new person in need of a new career; I wasn’t interested in opening a travel agency and that meant financial planning was the next logical choice. Why you ask? The number one question I’m asked about that trip is how we paid for it! When it comes down to it, my career today is about helping others realize their own goals—retirement, travel, education, lifestyle, etc.—and that’s just what I had done for myself. Bringing that experience to my career, to help others do the same, means I no longer have a career…this is a calling.
I joined my father in Florida and followed his footsteps to become a Certified Financial Planner™ Professional. Later, with three children—Amira, Nora and Samuel—Jillian and I decided it was time to leave Florida and put down roots in a place where we could spend more time doing the things we loved to do like whitewater kayaking, mountain biking, hiking and camping. Although my first position in North Carolina was a rewarding one, I wanted to focus more of my time working with people and helping them achieve their dreams. Out of that desire Passport Wealth Management was born.
I founded Skylark Wealth to strike the ideal balance for personal financial services combining the latest in technology with fiduciary level personal service alongside a fee structure that properly aligns incentives towards mutual long term success.
Skylark’s open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark’s fee-only fiduciary model incentives me to do only that which is in the long-term best interest of my clients. In fact, I have signed a fiduciary oath to do so.
For 10 years prior I worked at a similarly structured Registered Investment Advisor that grew from $75mm to $1b in assets under management. During that time I earned the Certified Financial Planner designation.
For more information I suggest taking a look at my website at skylarkwealth.com and if I haven’t fully answered your questions there please feel free to reach out via my contact information above.
David F. Jacoby, CFA, CPA, CFP® is the founder of Remote Financial Planner. He is an on-again off-again expat that works with mobile professionals all over the world. He has lived long-term in various countries and also experienced life in a perpetual state of travel, jumping from city to city as a digital nomad.
His clients include expats, digital nomads, remote workers, executives on foreign assignment, travel junkies, and families looking to retire abroad. He understands the unique challenges that living a cross-border lifestyle can create because he has experienced it firsthand. He leverages technology to work with his clients virtually. Assisting them with everything from accessing banking services and taking into account multiple tax jurisdictions to retirement currency planning and setting up investment plans.
https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png00Alan Moorehttps://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.pngAlan Moore2016-09-07 01:14:052021-06-30 14:43:25David F. Jacoby, CFP®, CFA, CPA
Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living.
Having lived in six countries in the past 10 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing.
With my help, you will be able to pursue the life you envision while successfully:
• Manage fluctuating cash flow between multiple currencies
• Remain tax compliant in the US
• Keep your investments efficient and flexible
• Cover your unique risks
• Coordinate your income, expenses, benefits, and taxes from various countries
How do I do it? As your financial GPS, I will:
• Show you the big picture
• Calculate the potential routes
• Explain the options
• Give you step-by-step instructions
• Keep you on track
• Push you to move forward
Here are some specific types of people that will benefit from working with me:
• Americans working abroad
• Green card or work visa holders in the US
• Couples with different nationalities
• US government employees posted overseas
• International Educators
• Executives for international organizations or multinational corporations
• Location independent entrepreneurs
• People who prefer mandarin as working language
• … YOU? What is your story?
Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions.
I look forward to being that trusted partner for you!
