Individual Consultation
We think that it’s important to get to know the clients with whom we work. In addition to helping teachers enroll in a plan, we also make ourselves available to support them on the broad range of issues that comprise financial planning.
We take pride in providing a high level of professional and personal service to each of our individual clients. Before opening an investment account, we meet with them to conduct a financial consultation. We take time to get to know each teacher’s individual circumstances, so that we can find the retirement investments most appropriate for that person or couple. And we continue to support them on follow-up visits, over the phone and via email.
Experience
Our company has been working in the international school community for over 18 years and we understand the subtleties involved with performing financial planning for expatriates. We often find clients who have made financial mistakes related to their status as expatriates, or others who simply haven’t fully optimized their position as such. For us, such educators are the primary focus of our business model. This is our area of expertise, and over the past several years we have given many educational presentations to teachers and administrators at various conferences and during school visits.
We have a solid team of representatives who work together to provide a high level of service to teachers and administrators, wherever they are in the world. Feel free to contact any of us for more information.
Jonathan Levy, CEESA Region
Jonathan Levy, CEESA Region
Jonathan Levy has been working in the securities industry for the past 21 years. Prior to joining Integrated Financial Planning Services, Jon worked as a middle school music teacher in New York City and Long Island. Jon holds a Bachelor’s Degree from New York University and a Master’s of Music from Teachers’ College, Columbia University.
Jon became a U.S. Internal Revenue Service Registered Tax Return Preparer in 2012 and received the designation, Retirement Income Certified Professional (RICP), from the American College of Financial Services in 2015. He has been a FINRA Registered Representative and holder of life and variable insurance licenses ever since the beginning of his work in financial services.
- jon.levy(at)ifpsonline.com
Peter Alessi, CEESA Region
Peter Alessi, CEESA Region
Peter Alessi has been working as a financial planner and tax consultant since 1976. He has seen many changes throughout the industry and the markets over the years, and this perspective helps him to assist clients in focusing on and achieving their long-term goals. Peter has been working with expatriates for 36 years out of his office in Naples, Italy, and is an expert in overseas US tax preparation. He very much enjoys building a rapport with his clients, and assisting them in planning for retirement, or any other financial goals they may have.
- peter.alessi(at)ifpsonline.com
Jenna Poore, CEESA Region
Jenna Poore, CEESA Region
Jenna has been a financial planner for the past 7 years. In addition to being a Series 6 registered representative and having life and variable insurance licenses in Florida, Jenna recently passed the Certified Financial Planner (CFP) exam from the College for Financial Planning. She graduated summa cum laude with an International Business and Relations degree from Elmira College (NY), and also has international experience, having lived a year each in Japan and Brazil. With a passion for and commitment to education, Jenna has been an English teacher in Japan, an orientation facilitator and trainer at The Walt Disney Company, and is now a volunteer at her children's local school.
- jenna.poore(at)ifpsonline.com