It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]


As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marriage. This presents unique challenges and opportunities from a financial planning perspective and is the focus of this episode.

I'm joined by Hui-chin Chen who is the owner of Pavlov Financial Planning, where she works with globally mobile clients, and the Founder of The CIGA Network, Where independent advisers located around the world come together to provide comprehensive financial advice covering their clients’ global footprint.

In this episode, we're chatting about what you should be thinking about if you're looking at moving abroad, considerations for globally mobile clients and some of the top things to think about - including whether this is an area you really want to focus on.


Guest Bio

Hui-chin Chen, CFP® is the Owner of Pavlov Financial Planning and Founder of The CIGA (Collaborative Independents Global Advisory) Network.

As a first generation immigrant to the US and a globally mobile professional, she knows firsthand how much time and energy goes into making prudent financial decisions involving ties in more than one country.

Hui-chin specializes in helping Americans working abroad and green card/visa holder working in the US with their unique financial situations. Her mission is to make global financial planning accessible to everyone who calls multiple countries home in their lives, whether through career, marriage, or birth.

She graduated from Carnegie Mellon University and National Taiwan University and speaks fluent English, Mandarin Chinese and Taiwanese, and is conversational in Spanish and Japanese.

Live Stream Recording

Note that episodes are initially live streamed every Tuesday at 2pm ET on LinkedIn, YouTube and Facebook. Join the discussions live or wait for the podcast ~2 weeks later.

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