Top advisors focused on immigrants in the US
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 might face unique financial challenges like navigating tax rules or building credit history. Without an advisor familiar with immigrant-specific issues, you risk missing key opportunities or making costly mistakes.
- Cross-border tax knowledge. Confirm how they handle tax obligations both in the US and your home country to avoid surprises.
- Credit building strategies. Ask what steps they recommend to establish or improve your US credit profile effectively.
- Cultural and language understanding. See if they accommodate your background to communicate complex financial concepts clearly.
- Immigration-related financial planning. Check how they integrate visa status or residency changes into your long-term financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Chris K
Series 63, Series 66
Palm Beach, FL
Merrill
Chris Kolasinski's extensive 27 years of experience and immigrant background equip him to address the unique financial challenges faced by newcomers to the US, including tax planning and wealth management. As a seasoned advisor at Merrill, a large firm, he offers personalized strategies with a 1.10% AUM fee, focusing on retirement income, college savings, and tax minimization, which may appeal to executives and business owners seeking comprehensive financial guidance.
Experience: 27 years
Avg account: $860,085
-
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 since 2005 with Actinver in Mexico to address unique financial challenges like tax obligations and credit building. Based in Houston, TX, he offers independent advisory services through Alterna Wealth Management, focusing on high-net-worth clients with a global, diversification-driven investment approach and negotiable 1.25% AUM fees.
Experience: 4 years
Avg account: $858,881
-
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 Series 63 and 65 licenses to address unique financial challenges such as cross-border tax issues and credit building. Operating independently through Delphin Investments in New York, he offers active portfolio management and private investment strategies with a 2% AUM fee, distinguishing him from advisors focused solely on traditional planning.
Experience: 11 years
-
Victor B
Series 63, Series 66
The Woodlands, TX
Banorte Asset Management, Inc.
Victor Bujanda specializes in financial advising for immigrants, leveraging 27 years of experience and expertise in wealth management, passive and active portfolio strategies, and private investments. Based in The Woodlands, TX, he operates through Banorte Asset Management, which serves a largely international clientele with customized portfolios and a strong Latin American presence, differentiating him with cross-border investment insights and a seasoned, independent approach.
Experience: 27 years
Avg account: $675,219
-
James L
Series 66
Bellevue, WA
Fidelity
James Lee specializes in assisting immigrants in the US, leveraging his experience at Fidelity, a large firm known for comprehensive financial services. With a Series 66 designation and a focus on charitable giving and active portfolio management, he offers tailored strategies that consider cross-border tax implications and credit building. His relatively recent career start in 2023 provides a fresh perspective, complemented by his commitment to client education and empowerment.
Experience: 2 years
Avg account: $234,793
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")