Jane Mepham

Certified Financial Planner and founder of Elgon Financial Advisors specializing in cross-border financial planning for immigrants and foreign nationals; co-host of The International Money Café podcast.

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Oct 8, 2025 • 27min

Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]

Jane Mepham, a Certified Financial Planner and founder of Elgon Financial Advisors, shares her expertise on the complexities of financial planning for immigrants in the U.S. She discusses the unique needs of various visa holders and the impact of being temporary on financial strategies. Jane highlights the importance of collaboration between financial planners and immigration attorneys. Insights include tips on retirement accounts, investment preferences, and the significance of understanding tax compliance to avoid pitfalls. Her personal journey enriches the conversation.

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