Contact Us

Sofia Retif

Administrative Assistant

Victor Cancino, JD, LL.M.

International financial lawyer

Tyler LaMarch

Bicultural attache

EMILY PURDON, CFP®, EA

Senior Director

SARA WILLIAMS

Lead Operations Specialist

BLAKE MATTFELDT

TAX Specialist

CHELSEY PATERA

Tax Manager

DAN RITTER, CPA

Tax Manager

KATRINA IVANCIC, CPA

Tax Manager

Michael Law, CPA

Senior Tax Manager

SAM NGUYEN, CFP®, EA

Senior Tax Manager

Victor Evans Gersten, EA, CFP®, M.S., GFP®.

Head coach

Founder of Cross Border Wealth Advisors with experience in the financial services industry dating back to 2007. Victor brings vast experience in the U.S. banking and investment system. He has also lived in Italy, Spain, Mexico, and United States, adding as someone who understands what it’s like to live away from you were born.

PAM HOCEVAR, EA

Tax Manager

Comprehensive financial plan

It is a very in depth analysis around investments, retirement, estatement planning, taxes and insurance.

The comprehensive financial plan answers some of the most common questions:

1. How early can I retire?

2. How much money will I be able to spend every month to be financially independent?

3. How can I maximize my investment portfolio to earn the highest return aligned to my risk profile?

4. How can I best optimize my tax situation?

All comprehensive financial plans will include, at no additional cost, links all applicable tax treaties between the U.S. and your second country of residence.

All comprehensive financial plans will be proficient in foreign tax issues and will include
relevant information for expats to be aware of (IRS forms to fill out, deadlines, tax Do’s and Don’ts).

All comprehensive financial plans are aware of global investment issues for American expats living abroad.