E6: Spotlight On Host Jane Mepham, CFP®

 

In this episode of the International Money Café Podcast, we get to answer the question “What does Jane Mepham, CFP® do for her clients, and who are they?”

Tune in to find out more about Jane, learn why & how she launched her practice Elgon Financial Advisors, to serve foreign-born families and who her ICP (Ideal client profile) is, through numerous case studies, she’s come across.

You’ll learn what it takes to switch careers from high-tech to becoming a certified financial planner, and what it takes to start a Financial Planning and Wealth Management Firm as an immigrant. Once you hear her passion and understand her knowledge, you’ll understand why a lot of people with cross-border financial planning need to reach out to her.

The views and opinions are those of the speakers, and should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.

 
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EP 7: Wedding Bells Are Ringing? Humdrum Tax & Financial Implications Follow!

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E5: Spotlight On Host Manasa Nadig, Enrolled Agent (EA)