Sefa Mawuli, CFP®

Personal CFO & Cross-Border Financial Planner for Multinational Families and Globally Mobile Executives

I serve as a Personal CFO for multinational families, globally mobile executives, and business owners who call the world home. My role is to bring order to the complexity of international living, harmonizing taxes, investments, estate plans, and cash flow so clients can focus on their lives rather than their financial logistics.

A significant part of my work involves helping executives master their equity compensation. I take the guesswork out of RSUs, ESPP, stock options, and insider trading plans, building clear strategies and diversification plans that transform company shares into lasting, multi-generational wealth.

I've been featured in ThinkAdvisor and MarketWatch, and I regularly publish on cross-border financial planning topics including PFIC investing, estate planning for international families, and portfolio diversification strategy.

About Jade & Cowry

Jade & Cowry is an independent, fee-only, fiduciary financial advisory firm dedicated to the unique needs of multinational families, globally mobile executives, and business owners whose lives, careers, and families span multiple borders. We specialize in the financial complexities that arise when your world doesn't fit neatly into a single jurisdiction, and we build strategies that reflect that reality.

U.S. Regulatory Disclosure