I help professionals and brands in the Personal Finance and Wealth Managment design a system to attract clients on autopilot.

Ghostwriter & Content Consultant

Jigsaw Financial Associates Limited

Senior Paraplanner - Wealth Management

Fairstone Group Ltd

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

NAVIGATE IFA LIMITED

- Helping affluent and ambitious individuals and famalies answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

Fund Analyst & Paraplanner - Wealth Management

- Worked with families struggling with business debt.
- Collaborated in putting together strategies to give families some peace of mind.
- The outcome was reducing the impact of bad loans on the bank's financial stability.

Credit Analyst - Corporate Finance Restructuring

Seven Financial

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s.

Maurice Stevenson Ltd (MSL)

Provided a management accounting service.

Reported to monthly board meeting operational financial information.

Management Accountant

Coleman & Co

Financial Accounting - Accountancy Practice

4Beauty Group

Financial Accounting - Consumer Retail

Fair Investment Company

Financial Accounting - Finacial Services

Marketing Executive - Financial Services

I ghostwrite Educational Email Courses for Financial Planners & Wealth Managers. Building on 12 years Technical Paraplanning in Wealth Management.

In 2022 I decided to experiment with blogging.

With no real audience and no experience of writing online, the idea quickly bombed. 

But then I came across Justin Welsh’s article: “5 Rules of a Permissionless life”. 

2 ideas stuck with me:

- I possess knowledge that others would find valuable. 

- I have permission to try something new “building in public”.


In 2023 I started micro-blogging on LinkedIn. 

I realised I could circumvent the traditional path of “selling financial products”. 

And instead build a path centred on personal finacial education as a means to grow an audience that converts into prospective clients.

I decided to put these skills to good use helping:

- Financial Planners
- Financial Advisers 

Looking to build and grow an online presence.

I will help you to write about:

- You 
- Your ideas, and
- Scale these across the internet

You will have the benefit of an "insider" with an informational advantage as you: 
 
-	Build client engagement.
-	Tailored your client-facing content.
-	Free up your time for core activities.
-	Enhancing communication with clients.

DM me “cowrite” to set up an initial call.

Michael Kakuru

The International Money Café Podcast

"The International Money Café Podcast", is a show where we filter out the noise on cross-border finances, taxes, and life in the US as an immigrant or life abroad if you are a US citizen. 

We address these issues from a very personal and relatable point of view every other week, as we walk the same journey and pursue our version of the American dream. 

https://www.theimcafe.com/

Podcast Host : The International Money Café Podcast

A community where we filter out the noise on cross-border finance, taxes, and life in the US as an immigrant/foreign national or life abroad if you are an expat.

Founder: The International Money Café Community

Elgon Financial Advisors

Elgon Financial Advisors is a Fee-Only financial planning and investment management firm providing personalized wealth management to immigrants & foreign-born individuals / families. As a virtual firm we serve clients from all over the country.

Learn more at https://elgonfa.com/

Founder & Principal Advisor

Northwestern Mutual

Associate Wealth Management Advisor to Andrew Spaanem | CFP®, CLU®, ChFC®, RICP®, AEP | Wealth Management Advisor at Northwestern Mutual

Associate Wealth Management Advisor to Andrew Spaanem | CFP®, CLU®, ChFC®, RICP®, AEP

Staples

SAS Solutions domain expert, providing clean marketing campaign data to business partners.

Consulting Application Architect / Dev – Customer Data &  SAS

Operational and strategic responsibility for the Customer Analytics Platform (Oracle, Teradata). Partnered with the marketing teams for full access to accurate/timely sales and customer data for marketing. 

        * Headed a $2.1M Marketing Data Mart migration project resulting in $700,000 yearly savings in hosting costs. 
       * Designed and spearheaded a SAS software consolidation project that yielded $200,000 in yearly licensing costs.

Global Technology Manager, Customer Analytics Platform & SAS                             

Supervised the CRM application team (Salesforce and Siebel) supporting the inside sales call center and 1600+ retail stores (5 Different business Groups). Successfully managed the project to migrate the Siebel CRM into the Retail Salesforce Org.

IT Manager, CRM and Sales Tools (Siebel and Salesforce)

Maintained complex databases like the CRM (Siebel) backend database. Developed and delivered training to mentor junior DBAs. Created all the documentation templates for offshore support teams.

Consulting Oracle DBA

Greendale YMCA

Worked with players of all levels, with a special focus on the under 10 group.

 *  Designed and Implemented the club's first Parent/Child formal tennis program.

PTR Certified Tennis Teaching Pro

Independent Financial Planning + Wealth Management for Foreign-Born Individuals & Tech Professionals

At my first job, on the OPT and H-1B visas (in tech), I had a chance to invest in a 401k plan - I was told it was the first step to achieving the American dream. 

However, I had no clue how to go about it or whom to ask for advice on investing while on a work visa.  I wasn’t even sure I could do it without jeopardizing my immigration status.

The idea that I’d been given access to start building my American dream and couldn’t take advantage of it was devastating. Nobody should have to go through that!

Fast forward to today. As the CFP® founder of Elgon Financial Advisors, I’m the financial guide I wish I had for my international family many years ago. 

👉🏽 TODAY
I help you - foreign-born families and foreign nationals on work visas take full advantage of the financial opportunities (retirement planning, tax planning, saving for college, investing, estate planning, college planning, stock options planning, etc.) available in the US and avoid critical financial mistakes that could derail your version of the American dream while giving you back time to enjoy life.

👉🏽 THE PROCESS 
I get to know you, your background, dreams, desired future state, and current financial situation. I weave in your cultural background and values and any cultural ties you have to your home country to develop a unique financial roadmap that will adapt to any changes in your life. 

And yes, I help you implement the roadmap one item at a time, taking into account any changes in your situation.

👉🏽 WHY ME? 
 I'm you at some point or another. When you say "back home," I get it. I've traveled the same journey with my international family.  I moved to this country in my early adulthood, backed by excellent academic qualifications, and I was very successful in tech. I could integrate into the system, but there was a vast void regarding US finances. 

I wanted to work with somebody who would consider my cultural background and be willing to educate me on a new system. My research shows that many of us seek this kind of experience.

👉🏽 PODCAST
I address a lot of the issues foreign-born families face on my podcast "The International Money Cafe"(www.theimcafe.com)

👉🏽 READY TO TALK?
Reach out here on LinkedIn,

Or schedule some time on my website. 

 https://elgonfa.com/get-started/

taplio

The Battle

Michael Kakuru

Jane Mepham, CFP®

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