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Elevate Your Event with Experienced Insights on Equity Compensation & Cross-Border Wealth

Malissa Marshall, CFP®, MST, EA frequently presents on advanced financial planning topics around equity compensation and cross-border situations.

Malissa Marshall is a trusted voice in the financial planning community, specializing in intricate equity compensation and cross-border tax strategies. She delivers keynote speeches and workshops that clarify complex financial topics, helping other professionals transform uncertainty into confident decision-making.

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Speaking Topics

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  • Navigating Equity Compensation: Maximize your RSUs, ISOs, ESPPs, and Private Equity

  • Cross-Border Tax Planning for US Expats in Europe

  • Advanced Income Tax Optimization Strategies

  • Estate Planning Across Borders: Protect Your Legacy

  • Practical Guidance for Private Equity Investors​

 

Why Book Malissa?

  • More than two decades of professional experience in financial planning and international tax

  • Clear, practical explanations of complex financial concepts

  • Engaging speaker with real-world case studies and actionable insights

  • Tailored presentations to meet your audience’s unique needs and knowledge level

  • Extensive media experience and thought leadership in cross-border financial topics

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Media Appearances

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NAPFA Advisor logo
NYTimes logo
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Are you looking for a speaker for your company or conference?

Soaring Wealth LLC logo – financial advisor specializing in equity compensation and cross-border tax planning
Contact

service@soaring-wealth.com

Opening Hours

Mon - Fri

9:00am - 5:00pm

Sat & Sun

Closed

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