I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the technology space.
I recall being frustrated at not knowing who or where to turn to for answers on personal finance as I wrestled with issues like taxes, cross-border
considerations, investments, stock options, company-provided benefits, insurance, etc.
I turned to friends and looking back, I was lucky to not derail my American dream with some of the suggestions I was getting, but at the same time, I missed out on some great opportunities that would have allowed me to make different financial choices.
My goal is to help you avoid those mistakes, and partner with you as you pursue your version of the American dream. It's my why for starting Elgon Financial Advisors.
Before I became a financial advisor, I spent over 17 years in the high-tech field, rubbing shoulders with a lot of foreign-born / immigrants and their families – giving me valuable experience, that I draw upon in my advising business.
If you are looking to partner with a Certified Financial Planner, who understands cross-border issues and will keep your cultural background front and center of the planning relationship, let’s chat and together figure out a path forwards.