Comments on: Jane Mepham, CFP® https://wealthtender.com/financial-advisors/jane-mepham/ Enjoy life more with less money stress. Fri, 16 May 2025 02:21:03 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Sephora https://wealthtender.com/financial-advisors/jane-mepham/#comment-44984 Fri, 16 May 2025 02:21:03 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-44984 Dear Jane,

I’m an international student in Los Angeles, originally from Belgium. I’m looking to better understand and manage my financial situation here in the U.S.

I’d appreciate the opportunity to connect and discuss how your expertise could assist me.

Thank you, and I look forward to your reply.

Sincerely,
Sephora

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By: Daniela https://wealthtender.com/financial-advisors/jane-mepham/#comment-44902 Fri, 25 Apr 2025 16:23:25 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-44902 Hello,

I’m seeking a financial therapist/planner specializing in first generations challenges and came across your profile. I’d love to schedule a consultation asap to see if we would be a good fit. Please let me know how to go about this. I’m eager to get started. My phone is 347 813 0225.

I hope to hear from you.

Kindest regards,

Daniela

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By: Zineb https://wealthtender.com/financial-advisors/jane-mepham/#comment-36644 Sun, 09 Mar 2025 10:01:39 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-36644 Hi Jane!

I found your profile and would love to consider the fit per my situation – if you have any insights on the later and have worked with similar profiles as mine

I am currently an moroccan international worker based in the US, on a F1 CPT (pursuing an MBA till 6/2026 while working), planning to settle back to Morocco after getting my MBA diploma. In the interim, I am concerned about 3 concerns
– Maximize startegies to invest my salary as an international F1 worker (on CPT pursuing an MBA)
– Transfer my money from US > Morocco or keep investments (possible?), as I plan to settle in Morocco within 2 years.
– Make the most of my potential last 2 years in terms of financial gains and investments ideas in the US (stocks real estate, open to more ideas and options internationals in my CPT situation can opt for)

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By: Milind https://wealthtender.com/financial-advisors/jane-mepham/#comment-34631 Fri, 28 Feb 2025 18:05:39 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-34631 I want to know more about financial planning for a H1 work visa holder and how can invest properly and safely for semi long term

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By: Vineela https://wealthtender.com/financial-advisors/jane-mepham/#comment-12829 Tue, 01 Oct 2024 01:04:57 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-12829 Hi,
I would like to understand my options for investment as a H1B holder in the US. I live and work in New York City. I am an Indian born Canadian citizen. I am interested in low-risk opportunities like a high-yield savings account by Wealthfront, and CDs by Bank of America. But I am not able to get clarity on which types of investments I am allowed to pursue as a H1B holder. I understand I am not allowed to open brokerage accounts, but what can I do in terms of stocks/mutual funds? I am not sure if I need regular counseling, so I am sending an inquiry first. I can schedule an intro call and depending on the path forward, I would be willing to pay for one-off consultations if that is more appropriate. Please let me know. Thank you.

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By: Angela https://wealthtender.com/financial-advisors/jane-mepham/#comment-12463 Thu, 01 Aug 2024 13:19:27 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-12463 Hi Jane,

My husband and I are waiting for his i130 visa to process but in the meantime we are wondering how much a consultation might be? We want to get more information on transferring his money from his UK bank account to a US bank account and how quickly we can get him a credit score when we finally get his green card. Please let me know.

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By: Marcelo https://wealthtender.com/financial-advisors/jane-mepham/#comment-12333 Tue, 28 May 2024 12:37:36 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-12333 Hi Jane,

I’m a Brazilian preparing to migrate to U.S in the next 4 years. I’m currently work as Software Engineer as an contractor for Global Payments Inc. I’m getting paid in Brazil, meaning I don’t have immigration status that allows me to work in U.S. That’s why I need 4 years to get prepared for applying to permanent resident visa.

One of the pillars of my migration plan is retirement. I would like to start investing in U.S from Brazil as a non-US citizen, however I’m not sure about the best approach to do so. I’ve heard about applying for an ITIN number, which does sound interesting because I would be building credit score which is good for mortgage.

Please let me know if you can provide advisory to help me build and execute this plan. I would be happy to schedule meeting if you need additional information.

Best regards,
Marcelo Gontijo
+55 (19) 98185-8197 (WhatsApp and Telegram)

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By: Alfonso https://wealthtender.com/financial-advisors/jane-mepham/#comment-12254 Thu, 11 Apr 2024 00:47:06 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-12254 Hello

I am a Mexican citizen living in Mexico. I recently received an amount of money from a Trust in the US. I do not want to bring the money back to Mex. I need advise on taxes and on investing.

Please contact me at your earliest convenience.
Thanks
+52 55 2563 0191

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By: Amrithaa https://wealthtender.com/financial-advisors/jane-mepham/#comment-11932 Tue, 16 Jan 2024 04:32:17 +0000 https://wealthtender.com/%provider_group%/jane-mepham/#comment-11932 Hi, I am a young professional working in San Jose, CA and I wanted to sync up with a professional on how to invest properly, how to maximize my savings and minimize my taxes.

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