Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]

Smarter Planner Podcast

In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal and professional perspective to helping clients bridge two financial worlds- from understanding tax treaties and global reporting requirements to navigating cultural expectations around money and family support.

She also shares insights from her podcast, The International Money Café. She explains how collaboration between financial planners, immigration attorneys, and tax experts is essential for clients with cross-border ties.

Website: https://elgonfa.com

Podcast: https://www.theimcafe.com

LinkedIn: https://www.linkedin.com/in/janemepham/

Kitces Article-

https://www.kitces.com/blog/investing-for-work-visa-holders-nonimmigrant-challenges-foreign-workers-h1b/

Recommend a podcast guest here: https://www.surveymonkey.com/r/PWXHTV7

The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.