Roger Healy (CFP®, CTFA, EA, MBA, Other)

Roger Healy focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Estate & Generational Planning Issues
  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Tax Planning

Planning Specialties

Working with Expats, like myself, I've found that we are not most advisers typical clients. Most clients do not have multi-currency requirements, family in foreign jurisdictions, no experience with US taxation, or a need to consider international schooling or maintaining foreign assets. While our planning needs are similar, education, large purchases, retirement, tax planning, our road to achieving these goals can be very different. Feel free to contact me and we'll see if we can work together to achieve your goals. We are happy working with international advisers and have a network of advisers if you need a specialist in an area we don't cover directly.

Additional Information

I founded Hibernian Financial Planning, LLC to meet the needs of the many Expats living here in the US who are tired of conflicted financial advisors with hundreds of clients who can't take the time to understand their unique situation. In full compliance with the local law in their country of residence, Hibernian Financial is proud to serve US citizens living outside of the US.

Many Expats have rich complex lives and need someone who understands that complexity and who can help them figure out how to best navigate a complex and foreign financial system. Hibernian Financial is that firm.

I have over 25 years of serving individuals, couples and families from all over the world and helping US citizens manage their complex global affairs.  Please feel free to contact me if you have any questions. I'm always happy to meet new people and learn about their situation. We can meet in person or via Skype, Google Hangouts, Zoom, etc.

NAPFA Start Date

January 15, 2018