Certification affirms knowledge of fundamental principles and strategies for complex international financial planning.
The Global Financial Planning Institute (GFPI), the authority in international and cross-border financial planning, has authorized Stewart Koesten the use of the GFP (USA) designation in accordance with GFPI certification and renewal requirements. The designation denotes advanced financial professionals who have the relevant knowledge to work with clients from international backgrounds living in the US or Americans abroad.
Stewart has met the rigorous educational, experience, and ethics required of GFP Institute designees. The designee has successfully completed the Master Class program taught by a faculty of financial planners, CPAs, tax, immigration and estate attorneys and other professionals with years of on-hand experience with cross-border clients. Stewart passed a comprehensive exam covering topics which include international estate planning, treaties, reporting and tax compliance, risk management and foreign exchange. He also has signed a fiduciary oath placing his client’s best interest first, a keystone for all advisors at Aspyre Wealth Partners.
“The GFP Institute congratulates Stewart Koesten on this accomplishment and is excited to have him as a member of its growing community of cross-border financial professionals.”
“I have over 35 years of experience as a wealth management advisor, with a unique specialty of working with globe-hopping clients and Americans who wish to retire abroad. The GFP Master Class increases my ability to help those clients stay financially sound while enjoying the pleasures of life abroad.” said Koesten.”
“Life is a journey. Find someplace to go and have fun.”
Learn more about the Global Financial Planning Institute.