Serving the financial services industry since 2007
Victor Gersten, EA,cfp®
Cross-Border Financial & Tax Planning Expert
Serving the financial services industry since 2007
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 tax 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!
Who we work with:
We specialize in cross-border planning, working with U.S. professionals, retirees or business owners who either live full or part-time abroad. In my experience, expats commonly ask how to optimize their investments left in the United States, what the tax-savings strategies are, and if there are any potential financial consequences to living abroad.
We also work with individuals across the United States who are working toward attaining Financial Independence and Retirement Early (F.I.R.E.) Regardless of your unique situation and needs, our expertise and skills will guide you in realizing your financial goals and making informed decisions.
My approach to personal financial planning is unique. Typically when a prospect searches “financial planners near me,” they encounter professionals in the financial services industry who are generalists and cover very broad audiences, working with a wide spectrum of ages, occupations, locations, and income levels. I only focus on a handful of clients and niche markets to provide my clients with the most relevant and current industry knowledge, resources, and expertise that other financial professionals do not possess. This way I can create tailored money investment plans to meet specific needs.
Our Personal Financial Planning Process
Let’s get to know each other and talk about your life plans
Learn more about our process and how we work:
Step one entails drafting the blueprints and laying the foundation of your financial house.
Step two involves implementing the blueprints and building the walls and roof to make it a unique financial home for your family.
Step three focuses on optimizing, performing constant maintenance, and home improvements as your family’s needs change over time.
Personal Financial Planning Specialized in Early Retirement & Retirement Abroad
Top countries that we commonly advise on:
How we can help you
Get the most out of your financial planning experience
A Comprehensive Financial Plan includes honest, competent, and specialized financial advice for clients just like you.
Learn more about our specialties
Please do not hesitate to contact me should you have any questions or would like to proceed with a booking:
By Donna Sellinger Editor, contribution by Victor Gersten, M.S., CFP® | Nov 22, 2020 Editorial note: Barron´s Is it possible to overfund your retirement accounts? The conventional wisdom about retirement savings says to put as much as possible into an individual...
5 Important Tips For How To Retire Abroad By Brianna McGurran Editor, contribution by Victor Gersten, M.S., CFP® | Nov 12, 2020 Editorial Note: Forbes may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions...
By Victor E Gersten, M.S., CFP® | October 9, 2020 For many, financial freedom means being able to coast with little concerns through tough economic times. But the pandemic and uncertain economy can stir anxieties about leaving the workforce for those planning...
Financial Independence and Early Retirement is UNIQUE FOR EACH CLIENT By Victor E Gersten, M.S., CFP® | October 6, 2020 The question is: how can we manage our limited resources and unlimited wants and needs without running out of resources? But the challenge remains:...
Getting started with investing in 7 steps By Victor E Gersten, M.S., CFP® | August 10, 2020 Investing can be intimidating for many, but the best way to invest appropriately is by understanding that your behavior at investing is as relevant as the volatility in the...