“Behind a big dream, there is a great financial Plan”

The Value of Working with a Certified Financial Planner™ (CFP®)

The Certified Financial Planner™ certification is known as the golden standard of excellence in the financial services industry. This designation is awarded by The Financial Planner Board of Standards, Inc. as a recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. CFP® professionals are required to participate in ongoing education, uphold strict ethical standards, and exemplify best business practices in their day-to-day operations. Certified Financial Planner™ has become synonymous with trust and consumer protection when helping people attain their financial goals.

Why should you work with me?

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Certified Financial Planner™

(251786)
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Master’s in Global Business and Leadership

(University of San Diego)
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Master’s in Personal Financial Planning

(Expected 2021)
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Bachelor’s in Personal Financial Planning

(San Diego State University)
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Registered Investment Advisor

(FINRA)
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Bilingual in Spanish and English

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Cross-Border Financial and Tax Planning Specialist

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Experienced team in legal, tax, and financial planning in Mexico and the United States

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Experience in the Financial Services Industry since 2007

Expat Financial Planning

The client is at the center of our practice. We believe in transparent, accessible, and efficient collaboration . This perspective is reflected in my fee structure—we exclusively work as fee-only financial planners, which means that we do not earn a commission from the sale of financial products. There is no minimum amount of assets required to work together. 

 

Our Mission Statement

Expat Financial Planning offers highly specialized, easy-to-understand, comprehensive financial planning solutions accessible for most expats. Expats will avoid expensive financial mistakes and save time and money when working with us.

 

Our Vision

Expat Financial Planning seeks to improve the lives expats living in Mexico by delivering specialized, easy-to-understand financial advice. This will be accomplished by creating a tailored financial plan and offering ongoing monitoring to guide our clients’ lives. Also, we will be opening the digital Expat Learning Academy by 2022 for those who want to learn about financial planning virtually on their own pace and terms.

 

My Value to You

Since 2007, Victor Gersten has served clients in the United States financial services industry, and he is equipped as a biocultural, bilingual, Certified Financial Planner™ with formal education in Mexico and the United States. His unique cultural, language, and educational background has prepared him to serve those who are planning to move abroad or those who are already living in a foreign country with their personal financial planning solutions.

 

 

 

 

 

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Meet the team

Partnerships are essential to ensure a high level of expertise and competence during the planning, implementing and monitoring phases of financial planning. Certain areas such as insurance, legal, and tax advice are best served by their respective industry expert. I pride myself on having developed a vast network of certified industry professionals who cover all aspects involved in financial planning.

victor gersten financial advisor

Victor E Gersten, M.S., CFP®

Founder & Senior Financial Planner 

Experience: Cross-border financial & tax planning since 2007

Languages : Spanish, English

Expat locales: Mexico, United States, Italy

Education: San Diego State University (B.S), University of San Diego (M.S.), San Diego State University (CFP® certification)

Department : Financial & Tax planning

 

David Perez, CTEC

International Accountant

Experience: IBM, Panasonic, Smurfit Kappa

Languages : Spanish, English

Expat locales: Mexico, United States, Ireland

Education : ITESM (B.S.) San Diego State University (M.S.) ITESM (M.S.)

Department :Mexico and US Taxation, Payroll and Accounting

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Victor Cancino, JD, LL.M.

Financial Lawyer

 Experience: Sura Asset Management , Santander Financial Group, BBVA, Mexican Stock Market

Languages: Spanish, English

Education: Instituto Tecnológico de Monterrey (J.D), Goethe University Frankfurt-Institute of Law and Finance (LL.M.), 

Department: Strategic Financial Legal Services

 

Tyler LaMarch

Bicultural attache 

Experience: Hotel guest services & reservation sales, Spanish tutor

Languages : Spanish, English

Expat locales: Mexico, United States

Education : San Diego State University (B.S.) 

Department : International Hospitality & tourism

partner Nina Bello

Nina Bello

College Planning Expert

Experience: Financial Aid Adviser

Languages: Spanish, English 

Expat locales: Mexico, United States

Education: University of San Diego (B.A.) and (M.A)

Department: College Planning

 

Argelia Olmedo

Mexican Bank Expert

Experience: Corporate Banking in BBVA

Languages : Spanish, English

Expat locales: Mexico

Department : Banking Services in Mexico

Giving Back

I believe that in life we must give back. That is why, I have decided to contribute pro-bono hours to help some of the most vulnerable members of our society such as recently arrived immigrants, single mothers, and improvised LGBTQ senior citizens who lack access to financial literacy and financial planning. You can  feel good about joining Gersten Financial Planning Inc as I am committing to donating 6 hours of pro-bono work for every new client.