Sefa Mawuli, CFP®

I serve as a "Personal CFO" for multi-national 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 your taxes, investments, estate plans, and cash flow so you can focus on your life.

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, creating clear strategies and diversification plans that transform company shares into lasting, multi-generational wealth.

Jade & Cowry is an independent, fee-only, fiduciary financial advisory firm dedicated to the unique needs of multi-national families, globally mobile executives and business owners. 

We specialize in navigating the financial complexities that arise when your life, career, and family span multiple borders. 

Recent Articles: 

• Got Investments Abroad? Learn Why PFIC is a Four-Letter Word 
  
• Your Estate Plan, Your Love Letter 
  
• Thinkadvisor: 16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' Advice 
  
• Marketwatch 

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