Ep.18_Bryan Caulkins and Manuel Ortiz on Financial Planning for the (pre/post) Immigration Process
Play • 43 min
On this episode we had featured guests Manuel Ortiz VP of Global Business Development at FPP who leads our global efforts bringing EB-5 services and educational resources to underserved countries around the globe - and Bryan Caulkins, co-founder of Proxy Financial. This is a unique partnership between two people that really understand what it takes to assist in immigration planning. After 10 years of working on Wall Street,  and having a unique bi-cultural background – Bryan gained the desire to expand his expertise into international wealth management. Together with his partner, Bryan founded the Proxy Financial group in 2017 to serve as fiduciaries for US nationals and citizens around the world, seeking to protect, grow and diversify their investments in the United States - including a unique immigration planning service. The Proxy team has served hundreds of families adequately create their immigration and financial plans in order to move to the US.During this  episode, Manuel highlights the EB-5 program, sharing some of his personal experiences while discussing the investor due diligence process., while Bryan  discussed the role that financial planning should play in the immigration process and the services Proxy Financial can offer to clients.

WEBINAR: September 20th at 10am CT

Bryan Caulkins : bryan@proxyfinancial.com 
Manuel Ortiz: mortiz@firstpathway.com 
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