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?
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.