I am a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with extensive experience in expatriate taxation. I provide outsourced financial planning assistance and tax return preparation assistance to Fee-Only financial planning firms as a virtual paraplanner.
I very much enjoyed my career in tax, but I would like to help my clients with their entire financial picture and not just taxes. During the past two years, I worked on a career transition into the financial planning profession. I successfully completed Boston University's CFP Board-Registered financial planning program in April 2018 and passed the CFP® Certification Examination in July 2018.