Just Peachie Show

Just Peachie Ep3: Cross-border Financial Planning w/ Marina Hernandez EA, CFP®, CEPA

Peachie Thompson · October 26, 2021

Peachie interviews Swiss American Wealth Advisors', Co-founder and Chief Executive Officer, Marina Hernandez EA, CFP®, CEPA. In this episode, they discuss global financial planning, specifically for those who have ties to Switzerland.

Here is the podcast version:

Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.

A message from our Guest Speaker Marina Hernandez EA, CFP®, CEPA: I am Argentinian and Spanish by birth and American by choice. After a career in corporate finance at large multinational companies like Coca Cola, and living in three different continents, in 2009 I started a tax firm, MHTax, to provide tax consulting, preparation and representation services to US immigrants and expats.

In 2013, I became a CFP® professional. I spent the following six years as a cross-border wealth manager, advising families with US and Swiss ties. This experience ignited the desire to start a wealth advisory services firm that would offer a multifaceted approach to serve the complex needs of globally mobile families and that would provide an environment designed to attract, develop and reward a diverse and talented team.

Outside of Swiss American, I teach cross-border planning to CPAs, EAs, CFP®s, CFAs and other tax and financial professionals through Tax Practice Pro and the Global Financial Planning Institute. I live near Philadelphia with my husband and our three sons, who come and go as they transition into adulthood and find their own path to financial independence.

Some of the items discussed in this episode are:

  • What does it mean to have an internationally recognized financial planner to work with you?
  • Case examples about US citizens considering a move to Switzerland/vice versa
  • Putting an immigrant's experience to work in the financial planning world
  • Financial Planning considerations for Swiss Americans living in the US or abroad
  • Financial Planning considerations for Swiss Citizens living here in the US
  • Tax and other things to think about before becoming a US citizen
  • Insurance planning for Swiss Americans or foreign nationals
  • Some tax requirements here and in Switzerland
  • What is comilonas?

Email us at contact@peachinsurance.net if you have any questions about this topic. You may also contact Marina at https://swissamericanwealth.com/about.

"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".

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