How Fred Behrens Became a Cross-Border Planner and Insights Into U.S.-Swiss Financial Planning

​Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.​

Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.

Frederic Behrens is a Partner at Cerity Partners in the New York office, where he provides investment management and financial advisory services for high-net-worth individuals and international families. In particular, he has significant experience working with U.S. citizens living abroad, nonresident aliens and mixed-nationality families. Well-informed on tax and compliance issues, Frederic brings significant cross-border tax and international estate planning expertise to his client relationships.

Prior to joining Cerity Partners, Frederic was a Partner, Wealth Advisor with Round Table Wealth Management. In this role, he was responsible for managing clients and coordinating all aspects of the investment management and financial advisory services for his client relationships.

Originally from Wisconsin, Frederic enjoys sailing, skiing and learning new languages.