We help US Expats living anywhere in the world with investments and finances.
We work with people in the process of planning a move out of the country and those already living abroad. We are comprehensive fee only (fiduciary) financial advisors.
We are comprehensive advisors and work with clients on: investment management, retirement planning, tax planning, insurance review, and estate planning.
We are compensated based on the assets we manage or on an hourly basis. We offer a free upfront meeting.
Fee Only Fiduciaries
We are compensated only by our clients (no commissions, no product sales).
Investment Management
We provide custom portfolios to meet your individual needs.
Retirement Planning, Taxes, Estate Planning, Insurance
We are comprehensive advisors helping with all aspects of your finances.
Our Team
We have extensive experience living outside of the US. Let us help you with Expat investment and financial issues.
Bill Holliday, CFP®, AIF®, CSRIC™
Financial Advisor
Kataya Plett, WMS™
Financial Advisor
Val Mendoza
Financial Advisor
Linda Stratton, CFP®, EA, MBA
Financial Advisor
Alessandra Heredia
Receptionist
Argentina Rangel
Paraplanner
Pamela Mendoza
Paraplanner
Ivan Sanchez
Head of Marketing
Zayra Figueroa
Social Media Marketer
Siu Castro
Chief Operations Officer
Reach Us
We have clients throughout the world
Guadalajara, Mexico
Hermosillo, Mexico
Los Angeles, CA
Beverly Hills, CA 90210
+1 (424) 358-5410
Tucson, AZ
6700 N Oracle Road
Suite 119
Tucson, AZ 85704
(520) 325-0769
Leave A Message
info@expatplanners.com
Guadalajara, Mexico
Tucson, AZ
6700 N Oracle Road
Suite 119
Tucson, AZ 85704
(520) 325-0769
Hermosillo, Mexico
Los Angeles, California
433 N. Camden Drive, 6th Floor
Beverly Hills, CA 90210
+1 (424) 358-5410