Ep #397: Empowering Internationally Born Clients Through Financial Planning
Behind The Advisor · Behind The Advisor
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Show Notes
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