IN THE MEDIA

We are regularly quoted in the media. Check out the most recent features below!

I enjoy sharing my financial planning and wealth management knowledge for foreign-born families and foreign nationals on work visas and those in tech with financial advisors in the industry and other consumers.

Below are a few of my favorite media/press appearances.

Articles + Media Quotes

02/12/24

Don’t Ruin Your FIRE Strategy with International Tax Compliance Issues

FAANG FIRE

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01/23/24

A Prospect’s First Visit – Nightmare or Start of Something Beautiful

VettaFi

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11/17/2023

How to Draft a Will

YOUR MONEY GEEK

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08/16/2023

FIRE Planning While on Visa

FIRE Planning While on Visa

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07/19/2023

Experts' tips for maximizing your savings today

CBS MONEY WATCH

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07/18/2023

How much can you earn with today's top savings accounts?

CBS MONEY WATCH

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06/16/2023

the most important factor to consider when selecting a life insurance policy

MONEY GEEK

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06/12/2023

the main differences between term and whole life insurance

MONEY GEEK

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06/01/2023

How to Celebrate Immigrant Heritage Month

DIVERSITAS

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03/16/2023

Affordable Housing - Public, Subsidized, and Low-Income Housing Explained

Redfin Blog

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03/14/2023

9 Tips for Surviving Cross-Border Caregiving

Spark
Financials

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03/03/2023

4 Lessons to Maximize Your ROY: Returns on Yourself

The Street
Retirement Daily

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05/17/2023

Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, And Tax Implications

Kitces

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03/01/2023

13 Things Clients Don't Get About Taxes: Advisors’ Advice

THINKADVISOR

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02/24/2023

How to Help Those on Work Visas Prepare for a Layoff

ADVISOR PERSPECTIVES

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02/24/2023

Advising Clients Impacted by the Tech Layoffs

ADVISOR PERSPECTIVES

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