Serving the financial services industry since 2007

Victor Gersten EA, M.S., CFP®, GFP®

Cross-Border Financial & Tax Planning Expert

Serving the financial services industry since 2007

My Story

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.

If you answer “YES” to one or more of these questions, you are an ideal candidate for my services:

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:

1. Plan

Step one entails drafting the blueprints and laying the foundation of your financial house.

2. Implement

Step two involves implementing the blueprints and building the walls and roof to make it a unique financial home for your family.

3. Monitor

Step three focuses on optimizing, performing constant maintenance, and home improvements as your family’s needs change over time.

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Personal Financial Planning Specialized in Early Retirement & Retirement Abroad

 

Top countries that we commonly advise on:

1. Mexico

2. Italy

3. Spain

4. Portugal

 

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.

Booking an

Appointment

Please do not hesitate to contact me should you have any questions or would like to proceed with a booking:

Financial Articles

Planing retirement for multinationals

Planing retirement for multinationals

Planing retirement for multinationals By Victor E Gersten, M.S., CFP® | August 27th, 2021. Are you planning on retiring in another country? Are you a multinational, dividing your work life between countries? Do you work abroad to support your family, and hope to return and live near them in retirement? This guide is for you.

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Should I buy when I move abroad?

Should I buy when I move abroad?

Should I buy when I move abroad? By Victor E Gersten, M.S., CFP® | July 28th, 2021. Are you dreaming of traveling to far-off lands and enjoying retirement without having to worry about finances? With a bit of planning, retirement abroad can become a reality!

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5 Important Tips For How To Retire Abroad

5 Important Tips For How To Retire Abroad

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...

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