Expat Services

Experience

Latin America, Mexico

Pinnacle Advisory understands that not everyone has the same plan heading into retirement, and there are those clients out there with a more adventurous spirit, who want to continue to explore the far corners of the world, whether that takes the form of extensive travel, or involves actually changing their country of residence and moving abroad. In either case, our Wealth Managers have developed expertise in cross-border planning with Mexico and Latin American countries, as well as Canada and China.

Our Miami office boasts Wealth Managers with Cross-border experience, some learned over decades of work with expats and others in Mexico and Latin America.

Raoul Rodríguez, CFP®, EA

Raoul has worked as a Wealth Manager for over 20 years, including 18 years at his own firm, Mexico Advisor. He joined Pinnacle Advisory Group in 2016, bringing with him significant experience in planning and investment management, along with expertise in the complex issues of cross-border financial planning. In addition to being a CFP®, he obtained a master’s degree in financial planning. Born in Mexico City and having grown up in a bilingual and bi-cultural household, Raoul has traveled extensively and has lived as an expatriate in countries as varied as Venezuela, Sudan, and the Republic of Georgia.

Asia

Latin America is not the only part of the world where Pinnacles Wealth Managers can help expats navigate their new country’s rules and regulations regarding their finances.

May Cheung, CFP®

May joined Pinnacle Advisory Group (formerly The Enrichment Group) in 1992 as an administrative and planning assistant. Prior to joining the firm, May was the accounting manager of a property management company in Coral Gables. In addition to obtaining a real estate license, May received her Certified Financial Planner (CFP®) designation in 1995. May was born in Toronto, Canada, raised in Hong Kong and has lived in Miami since 1982. She is fluent in English and Cantonese.

Canada

Americans also share a border with Canada, and all cross-border situations don’t have to involve Mexico.

Stephen Wright, CFP® (U.S. and Canada)

Stephen joined Pinnacle Advisory Group in March 2012. He has over 10 years of experience in finance and became a Certified Financial Planner (CFP®) in 2013. Stephen has a Master’s Degree in Business from the University of West Florida and an Executive CFP® Certificate from the University of Miami. He is an active member of the Financial Planning Association of Miami and enjoys working with his clients and helping them achieve their financial goals. Stephen is a Certified Financial Planner™ in both the U.S. and Canada.

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Find out if we’re a good match for your needs. We offer a free, no-obligation consulation to help us get to know each other. We can meet by phone, in-person, or online.