The Settlement Company® based in the Mexico real estate regions, is pleased to announce that Raoul Rodriguez Walters has joined our team as a consultant.
Raoul is a US certified financial planner™ who was raised in a bicultural and bilingual household in Mexico City. He received his undergraduate degree from the University of Texas at Austin in Economics in 1989 and a master’s in personal financial planning from the College of Financial Planning in 2003.
Together with his wife, who worked for over ten years with the High Commissioner for Refugees, they lived in Venezuela, Sudan, the Republic of Georgia and then again in the Mexico real estate market. He has traveled extensively in Latin America, Africa, Europe and to a lesser degree the Far East. Having been an expatriate himself, Raoul has a deep appreciation of the needs of those living abroad.
Raoul is a veteran in the financial planning industry with more than twelve years of international experience. He launched and managed the first cross-border financial planning firm, Mexico Advisor. It specializes in US-Mexico issues. Concurrently, from 2001 to 2005 he worked as a technical expert for the US delegation that negotiated the International Standard Organization’s standard for financial planning, known as ISO 22222.
He has particular expertise in issues related to international taxes and estate planning. Raoul has written and spoken extensively on issues related to US- Mexico personal finance and international personal finance issues. In 2009 he co-wrote the chapter on estate planning law in Mexico, published in International Successions, edited by Oxford Press.
In addition to being a CFP, Raoul is a registered tax preparer, is a member of the Financial Planning Association, and was a founding member of the Cross-border Financial Planning Alliance.
Raul is now available to serve our clients from Canada and the United Sates with their financial planning and taxes.
Author John Glaab CIPS is a founding member of AMPI Los Cabos. A Certified International Property Specialist he is active in the National Association of Realtors® Global Business Alliances Group. John was recently appointed as a member of Ampi’s International Relations Committee. for more information (512)-879-6546 THE www.TOPmexicorealestate.com NETWORK
“Mexico’s Leading Network of Specialists for Finding and Purchasing Mexican Properties Safely!â€