Independent financial advisors working with expats in Cambridge, MA

Chloe Sanders is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Schwab, she served in the U.S. Army Reserve and has worked in various roles including at American Eagle Outfitters and hospitality establishments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operations and comprehensive due diligence.

Juleby Hirsch is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of her advisory role, she manages an online affiliate marketing business established for her minor son. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a mix of model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Todd Kobelski is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads The Kobelski Group. He has been with Merrill Lynch since 2006, beginning his career as a financial advisor at Fidelity Private Wealth Management. Todd specializes in serving affluent individuals and families, focusing on areas such as education planning, family wealth management, legacy planning, socially responsible and ESG investing, tax minimization, and retirement income. Todd holds a Bachelor of Science in Business Administration from Villanova University and completed the Financial Planning Certificate Program at Bryant University. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. Additionally, Todd is registered with the National Football League Players Association as a financial advisor. Over his career, he has been recognized on the Forbes Best-in-State Wealth Advisors list from 2018 through 2026. Outside of his professional role, Todd resides in Acton, Massachusetts with his wife and two children. He is involved in his community through coaching youth sports, including Acton Boxborough Pop Warner, and participates in volunteer initiatives. His personal interests include adventure sports, basketball, boating, dancing, football, and surfing.

Klea Pula is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has experience working at J.P. Morgan entities since 2021 and previously held roles at Bank of America, Flight Services & Systems, and Mangia Bene. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Dennis Sexton is a financial advisor with LPL Financial in Cambridge, MA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His previous roles include positions at TIAA, Advisory Group Equity Services Ltd, and MKA Executive Planners. Sexton is also involved with Harvard Federal Credit Union through its investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research, model portfolios, and various management strategies.

Domonic Mustafa is a financial advisor with Hoxton Wealth, holding a Series 65 credential and approximately eight years of industry experience across various firms. His prior roles include positions at Selby Jennings, Pinpoint Partners, and Infinity Financial Solutions, where he also serves as a consultant focusing on investment management and specialized planning. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and blends, offering services such as pension transfer advisory for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Henry Preston is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is the founder and sole advisor at Veteran Wealth Planning, having previously worked at Hanson and Doremus Investments and Planning and served in the U.S. Marine Corps. Outside of his advisory role, he manages several LLCs that oversee investment real estate operations. Veteran Wealth Planning serves a variety of private clients, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary approach with discretionary management primarily using passive ETFs, complemented by modern portfolio theory and both long- and short-term trading strategies.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Benjamin Robinot is a Series 65-credentialed advisor with eight years of industry experience. He is currently with Transatlantique Private Wealth LLC and has also been associated with 360 Advisory LLC for over a decade. Robinot is a non-operating partner at Three Sixty Advisory LLP in the UK and holds a minority stake in Orfi Capital Ltd, an asset management company based in Hong Kong. Transatlantique Private Wealth LLC provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons with euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic European research with fundamental and technical analysis to construct and monitor portfolios, implementing strategies through direct management, exchange-traded products, or outside managers.

Ratnadeep Damle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' financial and life priorities to customize strategies that align with their goals. His expertise includes college education planning, international wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Before joining Merrill, Ratnadeep managed the international division of an aerospace software company. He holds a Bachelor's Degree from the Massachusetts Institute of Technology and a Master's Degree from Columbia University. He carries the Personal Investment Advisor (PIA) designation. Ratnadeep is involved with community organizations such as Civil Air Patrol, CyberPatriot, and the MIT Alumni Group in the Delaware Valley Region. He speaks English, Marathi, French, Hindi, German, and Japanese. His personal interests include hiking, music, reading, singing, spending time with family, traveling, and yoga.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.