Learn More About the Pre/Post Immigration Planning Process

This latest episode of Investing In The American Dream podcast features our second collaboration between FPP and Proxy Financial. This collaborative effort is dedicated to bringing our investors and listeners essential insights into the art of pre-immigration efficiency planning. We have featured guests Manuel Ortiz VP of Global Business Development at FPP – and Oleg Zviagin, Director of Financial Planning at Proxy Financial. Oleg specializes in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. He has spent 9 years working with high-net-worth individuals across the globe. In this part of the series, Oleg will be going more in detail on the pre & post-immigration planning that investors should consider and the personalized services available to investors.

LISTEN NOW and don’t forget to register for our upcoming WEBINAR that will cover investment strategies to optimize your transition to the U.S.