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Ep #397: Empowering Internationally Born Clients Through Financial Planning

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Manage episode 443171181 series 92200
Indhold leveret af XYPN Radio. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af XYPN Radio eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397

  continue reading

397 episoder

Artwork
iconDel
 
Manage episode 443171181 series 92200
Indhold leveret af XYPN Radio. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af XYPN Radio eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397

  continue reading

397 episoder

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