Victor Gersten, CFP® Expat Financial Planning

About Victor Gersten, CFP®

I am not your typical financial advisor. 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. From 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, warm people, and let’s say it: a more affordable cost of living. I enjoy doing financial and strategic planning for those Americans who wish to move and need some extra help. Also, I’m particularly well-prepared for working with Expat’s as I am a virtual financial advisor with a deep understanding of the financial needs of those who have a home away from home.

I have always been curious to see all that the world offers. Early retirement goes beyond stopping work; it signifies attaining financial independence, i.e., freedom to work on your terms. Through careful analysis and the application of a plan, I attained financial independence at the age of 32. My passion is helping you achieve your personal definition of financial success, whether that early financial independence, retirement abroad, or other. Let’s make a plan together!

Contact this advisor

Ideal Clients

  • Cross-border Planning
  • Expatriates
  • Financial Independence Retire Early (FIRE)

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $500+/qtr
  • Flat Fee: $2000+/engagement
  • Hourly Fee: $125+/hr
  • Assets Under Management: 0.75%

SEC Records

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