Martha
Kern
,
CFP, GFP Fellow
CCO & Director of Financial Planning
at
Plan First Wealth LLC
United States, United Kingdom
Upfront financial planning fee + Ongoing AUM fee
Firm Details
Plan First Wealth LLC
Plan First Wealth provides British expats living in America with peace of mind by simplifying the complex world of cross-border retirement planning and US/UK wealth management.
6462014865
martha@planfirstwealth.com
Countries of Expertise
United States, United Kingdom
Biography
Martha has worked for Plan First Wealth since 2019. She currently oversees and manages the firm's operations and compliance.
Specialties
Cross Border-Life Centered Retirement Planning, US:UK Investment Management
Billing Types
Upfront financial planning fee + Ongoing AUM fee
.webp)
%2520(1).png)
%2520(1).png)