Jordan Vlastuin (CFP®)

Jordan Vlastuin focuses in the
following client markets or areas of practice:

  • ExPat and Cross Border Issues
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

My services include support with moving abroad, cross-border retirement planning, investment and currency strategies, and tax planning to help secure your life across borders.

Additional Information

An international move is a rewarding adventure, but it can also be filled with uncertainty. Having the right support lifts the burden of figuring it all out on your own. I’ve spent over a decade helping hundreds of military families, government workers, expats, and digital nomads chart a different course, and I understand the unique wealth challenges that come with moving abroad. My wife and I officially took the cross-border leap to the UK in 2017, then again to Germany in 2022 and never looked back. Your journey doesn’t stop when you land in a new country, and neither should your financial goals. That’s why I throw out generic, one-size-fits-all plans that don’t keep up with real life and design strategies that can adapt right alongside you, so you’re prepared to navigate life’s storms. With 10 years of hands-on financial planning experience as a CFP® and a trusted professional network of “expat experts,” I’m here to help you find clear answers to complex international financial tax, investment, and retirement questions to keep your focus on building a life you love.

NAPFA Start Date

April 22, 2026

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

6255 Town Center Drive Suite #807 Clemmons, NC 27012 Phone: (423) 218-2822