Brennan Vitali (CFP®)
Brennan Vitali focuses in the
following client markets or areas of practice:
- AUM
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Generation X
- High Net Worth Client Needs
- Hourly
- AUM
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Generation X
- High Net Worth Client Needs
- Hourly
Planning Specialties
Cross-Border Tax Planning: Navigating U.S. tax obligations for Americans living abroad, including FBAR, FATCA, foreign tax credits, and the interaction between U.S. and Costa Rica tax systems.
Investment Management Across Two Countries: Managing accounts and assets that work in both jurisdictions, including the sequencing of transfers and restructuring before, during, and after relocation.
Healthcare Planning: Solving the coverage gap between leaving U.S. health insurance and qualifying for Costa Rica's public healthcare system (CAJA), which requires residency.
Estate Planning for Two Jurisdictions: Ensuring your estate documents, beneficiary designations, and asset titling work across both the U.S. and Costa Rica legal systems.
Retirement Planning for Expats: Social Security coordination, pension considerations, and building sustainable income strategies that account for currency, cost of living, and cross-border complexity.
Relocation Financial Sequencing: The right order to transfer accounts, sell property, establish banking, and restructure your financial life for a successful transition abroad.
Additional Information
I'm Brennan Vitali, CFP, founder of Vitality Wealth Planning. My family splits time between the U.S. and Costa Rica, and I built this firm specifically for American families making that same transition. As a fee-only fiduciary, I focus exclusively on cross-border financial planning for Americans relocating to Costa Rica. I cover the full picture: cross-border tax strategy, investment management across two countries, healthcare planning for the gap before CAJA eligibility, estate planning that works in both jurisdictions, and the sequencing of accounts and assets before, during, and after the move.NAPFA Start Date
January 02, 2025
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