Upheaval, Values, and Adaptability in the Profession

Published: April 27, 2021, 9 a.m.

b'Marina Hern\\xe1ndez, EA, CFP\\xae, CEPA\\u2122, is the co-founder of Swiss American Wealth Advisors. She also works through The Crossborder Planner and Crossborder Academy to provide U.S. expats and immigrants with free financial education and planning. Marina spoke with Matt Fizell, CFP\\xae, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina\\u2019s thoughts by listening to the episode \\u2014 including how planners, firms, and the next generation can create meaningful diversity and inclusion in the profession.'