Helping You Build Financial Power at Home and Abroad

Whether you’re building credit, sending money home,
planning for the future—we simplify your financial goals.

Why NexGen?

As a seasoned banker turned retiree, I bring decades of hands-on experience in navigating complex financial landscapes. My career has equipped me with deep insights into banking, investment, and wealth management—knowledge I now dedicate to helping individuals and families achieve their financial goals.

Beyond technical expertise, I offer unique cultural fluency. Fluent in multiple languages and deeply connected to diverse communities, I understand the financial needs and aspirations of people from various backgrounds, including those in the diaspora. My personal experience bridging cultures allows me to provide tailored advice that respects your values, traditions, and long-term vision.

By working with me, you gain a trusted advisor who combines professional excellence with genuine community ties—someone who not only understands the numbers, but also the people behind them.

Our Services

We offer flexible options, which you can adapt to the different needs of each project.

Personal
Finance

Budgeting

Credit building

Retirement planning

U.S. banking


Investment Guidance

Basics of U.S. investing

Real Estate

Diaspora Investment Vehicles


Business
Advisory

Business formation

Lending advice

SBA Navigation

Financial Forecasting


Cross-Border
Planning

Tax strategies

Dual-Country Asset Planning

Remittance Optimization


Workshops & Webinars

Culturally tailored financial literacy programs in-person or virtual


Our Services

We offer flexible options, which you can adapt to the different needs of each project.

One-Time Planning Packages

$0

Access to 20 exclusive Études Articles per month.


Weekly print edition.


Exclusive access to the Études app for iOS and Android.

Consultations & Workshops

$0

Access to 20 exclusive Études Articles per month.


Weekly print edition.


Exclusive access to the Études app for iOS and Android.

Ongoing Support & Retainers

$0

Access to 20 exclusive Études Articles per month.


Weekly print edition.


Exclusive access to the Études app for iOS and Android.

Investment & AUM Services

$0

Access to 20 exclusive Études Articles per month.


Weekly print edition.


Exclusive access to the Études app for iOS and Android.

BOOK A 15 MIN CONSULTATION

Testimonials

Hear from our valued clients about how our financial expertise has helped them achieve their goals and secure their futures.

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