Raoul Rodriguez Walters seems almost predestined to have become a cross-border planner. Raised in Mexico City, with an American mother and a Mexican father, he attended college in the U.S., but landed his first job out of school as a stockbroker in Mexico City. In the years since, he and his wife Nancy (who worked for more than 12 years for the United Nations) have traveled the world, living in the Republic of Georgia, Sudan and Venezuela.

Now settled in Portland, Oregon, the CFP and president of Mexico Advisor says the American financial and legal community needs to become more multicultural in its approach. "One of my largest frustrations is seeing many professionals, not just CFPs, ignoring the fact that cross-border planning is very complex," Rodriguez Walters says. "It has the potential to cause serious damage to a client's dream if the proper planning is not carried out."

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