In this episode of Gimme Some Truth, we are thrilled to introduce the newest member of our team, Felipe Quaassdorff. Joining Stan Farmer, Felipe brings a powerhouse of international experience—moving from Chile to the U.S. and earning his CFA charter along the way.Being an expat isn't just a career path for Felipe; it’s a lived experience. We discuss the hurdles of starting from scratch in a new country, the nuances of cross-border wealth management, and how a deep background in equity research and fixed income creates a massive advantage for our clients.What you’ll learn in this episode:- The Expat Journey: The personal and professional challenges of relocating internationally.- CFA + CFP Power: Why combining investment rigors with holistic planning is the gold standard.- Global Markets: How interest rates impact equity valuations and what that means for your portfolio in 2026.- The Tech Edge: A sneak peek at how we use AI tools like Notebook LM to better serve our community.Whether you are an American living abroad or a foreign national moving to the States, understanding the intersection of global markets and personal finance is key to your success.🕒 Chapters:00:00 Welcome and Introductions00:34 Building the Expat Team01:53 Felipe’s Journey to Finance04:34 Moving to the US05:30 CFA Meets CFP08:01 Life as an Expat09:29 Fixed Income Trading Desk11:34 Rates and Client Portfolios13:21 Equity Valuation and Rates14:22 AI Tools at the Firm15:27 Closing Banter#ExpatFinance #FinancialAdvisor #CFA #CFP #InternationalInvesting #WealthManagement #CrossBorder #ChileToUSA #FixedIncome #InterestRates #GimmeSomeTruth #NotebookLMWelcome Felipe to the team! Have a question about expat taxes or international portfolio management? Drop it below or book a discovery call here: www.usexpatinvesting.com.SUBSCRIBE: @usexpatinvestingFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatingvesting