Beyond Borders: Financial Planning for the Globally Mobile Client
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As global mobility continues to rise, financial advisors are increasingly encountering clients who are considering or actively pursuing an international relocation. Whether driven by career opportunities, lifestyle choices, or family considerations, these moves introduce a new layer of complexity that most traditional financial planning frameworks are not designed to address.
For many advisors, this moment creates uncertainty. Questions quickly arise: Can I still advise this client? What risks am I missing? When do I need to bring in outside expertise? Too often, advisors either disengage risking the loss of the client relationship or attempt to navigate unfamiliar cross-border issues without a clear structure, potentially exposing both themselves and their clients to unintended risks.
Led by two seasoned cross-border professionals, this session is designed to provide financial advisors with a practical framework to guide clients through international transitions while maintaining their role as a fiduciary. Rather than attempting to turn advisors into cross-border specialists, this session focuses on building awareness, structure, and confidence so advisors can better understand the landscape, ask the right questions, and recognize when additional expertise is required.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours: 1
- Advisors will gain a clear understanding of the three-phase cross-border process (Pre-Move, Transition Year, Ongoing) and how it differs from traditional financial planning so they can better guide conversations without overstepping their expertise.
- Attendees will learn how to maintain the client relationship while coordinating specialized experts, ensuring clients receive comprehensive advice while the advisor stays within their scope of competence.
- Advisors will develop awareness of common cross-border pitfalls and high-risk areas, enabling them to ask better questions, spot issues early, and engage the right professionals at the right time.
Arielle Tucker, CF{®, EA
Founding Partner, Cross Border Planning
Connected Financial Planning | Passport To Wealth®
Arielle Tucker, CFP®, EA, is a cross-border financial planner, author, and podcast host based in Zurich, Switzerland. Originally from Rochester, New York, she has spent more than 15 years living in Europe and working at the intersection of U.S. and European financial planning and U.S. tax.
Arielle is the founder of Connected Financial Planning, where she helps U.S. expats and internationally mobile professionals and families navigate the complexities of building wealth across borders. Drawing on experience spanning Big Four, FinTech, and independent financial planning, she brings a practical, education-first approach to helping clients understand their finances, make informed decisions, and build financial lives aligned with their values and long-term goals.
She also hosts Passport To Wealth®, a weekly podcast and financial education platform for U.S. connected expats worldwide. The podcast has ranked among the Top 100 podcasts in the United States, France, Switzerland, Sweden, Australia, and Great Britain.
Arielle is the author of The Expat Money Playbook, published by Wiley and named an Amazon #1 New Release. Through her advisory work, writing, and podcasting, she is committed to making complex cross-border financial topics more understandable and giving Americans abroad the knowledge and tools to navigate their financial lives with greater clarity and confidence.
Otto Rivera, CFP®
Financial Planner/Investment Advisor
Mindful Wealth LLC
Otto Rivera, CFP®, EA, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those who support the financial planning process.
Rivera is a Financial Planner and Investment Advisor based in Orlando, Florida. His firm, Mindful Wealth LLC, focuses on comprehensive financial planning and investment management for professionals, families, and businesses.
He is an Enrolled Agent admitted to practice before the IRS and owns Emergent Tax Services LLC, a tax preparation and consulting firm.
An active volunteer leader within the FPA National, Rivera hosted FPA’s International/Cross-Border and Behavioral Economics Knowledge Circles, among other virtual communities.
He is a CERTIFIED FINANCIAL PLANNER® professional and serves as a CFP Board Ambassador. Rivera is also involved in providing and promoting pro bono financial planning through organizations like the Foundation for Financial Planning and Wings for Widows.
Rivera was born and raised in the beautiful island of Puerto Rico and is a native Spanish speaker. He has traveled to 18 countries and loves learning about other cultures. He enjoys spending time with his wife and daughter, going out for a run, and reading.
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