XYPN Radio / International financial planning

April 11, 2018

Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

In this episode, Xavier Maldonado, founder of Global Vantage Wealth Management in San Diego, joins us. Xavier specializes in working with dual-citizen clients with assets in multiple countries, focusing primarily on clients who are citizens of the United States and Mexico.

Listen now

November 16, 2016

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. Not only is this Australian planner disrupting the industry down under with her fee-only firm, Experience Wealth, but she's also a recent recipient of the prestigious Independent Financi …

Listen now

Get episode alerts by email