Top financial advisors working with immigrants
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you've recently moved to the US or are planning to, you need an advisor who understands the unique financial challenges immigrants face, like navigating tax treaties or managing currency exchange risks. Without this expertise, you might miss critical opportunities or face unexpected tax consequences.
- Cross-border tax knowledge. Confirm how they handle tax rules between your home country and the US to avoid double taxation.
- Currency and remittance planning. Ask how they help manage currency fluctuations and sending money abroad efficiently.
- Immigration-related financial planning. Check if they consider visa status or green card timing in your financial strategy.
- Cultural and language sensitivity. See if they accommodate your communication preferences and understand your background for clearer advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Chris K
Series 63, Series 66
Palm Beach, FL
Merrill
Chris Kolasinski specializes in serving immigrants in the US, leveraging his 27 years of experience and expertise in wealth management, retirement income strategy, and tax planning to address unique financial challenges faced by newcomers. Based in Palm Beach, FL, he operates within Merrill, a large firm, and offers a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a seasoned approach and a focus on personalized wealth management aligned with clients' values.
Experience: 28 years
Avg account: $860,085
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Mayela O
Series 66
Houston, TX
Banorte Asset Management, Inc.
Mayela Orrantia specializes in serving immigrants in the US, leveraging 17 years of experience and a Series 66 designation to address unique financial challenges such as cross-border tax issues and currency management. Based in Houston, TX, she operates independently within PNC Wealth Management, offering model-based advisory services that include algorithm-driven risk assessment and diversified portfolios with mutual funds and ETFs, distinguishing her approach from others in the region.
Experience: 17 years
Avg account: $675,219
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Alejandro M
Series 66
Houston, TX
Alterna Wealth Management, Inc.
Alejandro Mateos Gonzalez specializes in serving immigrants in the US, leveraging his cross-border experience with Actinver in Mexico to address unique financial challenges like tax treaties and currency risks. Based in Houston, he offers independent advisory services with a global, diversification-focused investment approach, catering primarily to high-net-worth clients with a negotiable 1.25% annual AUM fee, distinguishing him from advisors with more generic portfolios.
Experience: 5 years
Avg account: $858,881
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Guy Max D
Series 63, Series 65
New York, NY
Delphin Investments
Guy Max Delphin specializes in serving immigrants in the US, leveraging 11 years of experience and expertise in active portfolio management and private investments to address unique financial challenges like cross-border tax and currency risks. Based in New York, he operates independently with a 2% AUM fee, offering sophisticated strategies including global tactical asset allocation and regional funds, which may appeal to clients seeking tailored investment approaches beyond basic immigrant financial planning.
Experience: 11 years
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James L
Series 66
Bellevue, WA
Fidelity
James Lee specializes in serving immigrants in the US, offering expertise in charitable giving and active portfolio management, which can address unique financial challenges faced by newcomers. Working at Fidelity, a large firm, he brings two years of industry experience and a personal commitment to empowering clients, distinguishing him from advisors with different firm sizes or less focus on immigrant financial needs.
Experience: 2 years
Avg account: $234,793
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