Profile

Victor Gersten, CFP

Owner and COO,
Expat Financial Planning

My Contact Details

Expat Financial Planning
302 Washigton St
PMB 150-8488
San Diego, CA
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Work: 619-330-0552
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Victor Gersten, CFP


Bio

I am not your typical financial advisor because of my unique background. I grew up in Mexico City in a household with a single mother and two sisters, thus, I have tremendous respect for women and a passion for seeing them succeed financially.

I have always been curious to see all that the world offers. I have been lucky enough to explore the impressive Victoria Falls in Zimbabwe to the enigmatic city of Petra in Jordan, I have traveled to 40 countries. Hence, I understand why many Americans want to live abroad: rich cultures, exquisite cuisine, hospitable people, and let’s say it: a more affordable cost of living.

Since 2007 when I entered the financial services industry,  I have enjoyed doing financial and strategic planning for Americans who wish to move abroad and need some extra help planning around their finances. I’m particularly well-prepared for working with expats as I am a virtual financial advisor with a deep understanding of the financial needs of those who have a home away from home.

 Early retirement is more than just not working; it signifies attaining financial independence, i.e., the freedom to work on your terms.  My passion is helping you achieve your personal definition of financial success, whether that is early financial independence, retirement abroad, or something else. Let’s make a customized money investment plan that fits your needs! 

Credentials

  • Certified Financial Planner

Areas of Specialization

  • College Planning
  • Comprehensive Financial Planning
  • Estate Planning
  • Individual Tax Planning
  • Individual Tax Preparation
  • Insurance Planning
  • Investment Advisory Services
  • Retirement Planning

Role in Practice

  • Sole Practitioner