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Cross-border Financial Planning w/ Marina Hernandez EA, CFP®, CEPA

October 27, 2021 | Marina Hernandez

Marina Hernandez, as a special guest of Just Peachy!

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).

In this episode, Peachie interviews Marina Hernandez EA, CFP®, CEPA. During the show, they discuss global financial planning, specifically for those who have ties to Switzerland.

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?

Full Article and Podcast

Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez also offers tax preparation services under MHTax. This is considered an outside business activity from Dynamic Wealth Advisors and is separate from Ms. Hernandez’s activities as an investment advisor representative of Dynamic Wealth Advisors.

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Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez offers tax preparation services under MHTax, this is considered an outside business activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors. Insurance products are not offered through Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See adviserinfo.sec.gov/IAPD by searching under crd #151367.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.