📍 Based in: Versailles, France
🌍 Serving: France
Cross-Border Financial Advisor for Americans Living in Europe
I am a Financial Advisor holding Series 7, Series 66, and insurance licenses, and I earned my BA from Barnard College, Columbia University. I expatriated not long after college, not knowing what to expect or if I would stay very long. Today, I am able to give my family a wonderful life in Europe thanks to wise investments.
About Beacon Global Advisors
Beacon Global Advisors delivers investment products and services focused on financial prosperity for clients no matter where they are in the world. The firm strives to understand the regulatory structure, tax implications, and investment culture of both a client's native country and their country of residence. For clients with U.S. assets living in or originally from another country, the team offers cross-border solutions, customized guidance, and transparent advice.
The firm's mission centers on active listening, high standards, and total transparency in managing client finances.
Outside the Office
I am an amateur ballerina and have performed onstage at the Theatre des Champs Elysees in Paris.
Languages Spoken
- English
- French
- Portuguese
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
- Non US Persons Moving to the US
- Non US Persons Leaving the US with US Based Assets
- Veterans
- Military Families
- U.S. Couples
- FIRE
- Women
- Divorced/Widowed
- Retirees
- International Couples
Expert Services Offered
- Cross Border Estate Planning
- Cross Border Financial Planner
- Investment Management
Compensation Model
- AUM (Assets Under Management)
- Commission
- Fee Only
- Flat Fee