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
VIEW ARTICLE01/23/24
A Prospect’s First Visit – Nightmare or Start of Something Beautiful
VettaFi
VIEW ARTICLE11/17/2023
How to Draft a Will
YOUR MONEY GEEK
VIEW ARTICLE08/16/2023
FIRE Planning While on Visa
FIRE Planning While on Visa
07/19/2023
Experts' tips for maximizing your savings today
CBS MONEY WATCH
07/18/2023
How much can you earn with today's top savings accounts?
CBS MONEY WATCH
06/16/2023
the most important factor to consider when selecting a life insurance policy
MONEY GEEK
06/12/2023
the main differences between term and whole life insurance
MONEY GEEK
06/01/2023
How to Celebrate Immigrant Heritage Month
DIVERSITAS
03/16/2023
Affordable Housing - Public, Subsidized, and Low-Income Housing Explained
Redfin Blog
03/14/2023
9 Tips for Surviving Cross-Border Caregiving
Spark
Financials
03/03/2023
4 Lessons to Maximize Your ROY: Returns on Yourself
The Street
Retirement Daily
05/17/2023
Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, And Tax Implications
Kitces
03/01/2023
13 Things Clients Don't Get About Taxes: Advisors’ Advice
THINKADVISOR
Slide #4
VIEW 02/24/2023
How to Help Those on Work Visas Prepare for a Layoff
ADVISOR PERSPECTIVES
VIEW02/24/2023
Advising Clients Impacted by the Tech Layoffs