Navigating the United States tax, legal, and economic environment can be daunting as a French National. We're here to simplify it
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Accounts Review
Customized Financial Plan
Investments Overview
All Focused Specifically On Educating and Providing French-Americans With Personalized Support to Navigate Cross-Border Finance
Personal Finances Are Not a One-Size-Fits-All
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Take Control of Your Finances, Meet Your Goals Faster, and Savor the Peace of Mind That Comes with Financial Stability
- ✔ Detailed Investment Strategies: Get tailored advice and guidance on where and how to invest
- ✔ Smart Saving Techniques: Uncover hidden opportunities to save more without compromising your lifestyle
- ✔ Strategic Debt Management: Empower yourself with proven strategies to manage and eliminate debt, freeing your financial burdens
- ✔ Tax Optimization Roadmap: Learn how to make the tax code work in your favor, regardless of which side of the Atlantic you stand
Empowering French-American Families to Manage Their Finances
Strategies to Optimize Your Finances in Both the United States and France
"With a business school diploma in hand, I began my career in France in 2003 as a consultant specializing in process analysis and optimization. In 2010, I left my job to start a career in San Francisco. I worked in different technology companies, including Amazon and Fitbit.
I discovered a world very different from France. A world where the government does not cover health insurance, retirement, and education. Based on this observation, I did in-depth research on the subject to optimize my financial situation as much as possible, and then that of my compatriots in the same situation. My many successes in this area have brought me new demands outside my circle of friends.
So, I got my license (Series 65) and launched Oui Financial, my independent financial planning and investment firm, in 2018. I also have the GFP Designation (cross-border financial planning) and the certificate in blockchain and digital assets (RIADAC)."
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