Victor Gersten, CFP® Expat Financial Planning

About Victor Gersten, CFP®

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!

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $210+/mo
  • Quarterly Fee: $625+/qtr
  • Flat Fee: $1500+/engagement
  • Hourly Fee: $300+/hr

SEC Records

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