Living the Expat Life: Introducing Our Newest Team Member, Felipe Quaassdorff

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: usexpatinvesting.com/blog/Visit our website for more financial planning resources and educational information: usexpatinvesting.com————————————————ADD US ON:LinkedIn: linkedin.com/company/walkner-condon-financial-… Facebook: facebook.com/usexpatingvesting