Synchronizing your Post Portugal Reality: How to plan your life with Kalie from Expats Everywhere

John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.

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John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.

Ryan brings over a decade of industry experience with both the big Wall Street firms, as well as hedge funds and private equity where he played a leading role. He studied Economics at San Francisco State University and the University of Washington. He holds designations from the American College of Financial Services, as well as the Digital Asset Council of Financial Professionals.

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Ryan's guiding principle is Clients First: He is passionate about serving as financial advocate for his clients in both in the creation and protection of wealth. He currently resides in the North Bay with his partner, Nicole. When he is not working with clients, he enjoys bicycling and rock climbing, amateur carpentry & farming, and serving as a youth mentor within local organizations.

Kalie Sokolow is a long‑term American expat, content creator, and relocation consultant, and the co‑founder of Expats Everywhere, a media and services brand that helps people move and thrive abroad, with a special focus on Portugal. Since leaving the United States in 2009, she and her husband, Josh, have lived in Spain, South Korea, Saudi Arabia, Singapore, and now Portugal, where they are based in Porto with their daughter and dog.

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Drawing on years as international school and English teachers, they transitioned into full‑time YouTube creators and podcasters, producing interviews, city breakdowns, and practical guidance for aspiring expats. Through the Expats Everywhere YouTube channel, “Let’s Move to Portugal” podcast, blog, and 1:1 consultations, Kalie focuses on the human side of relocation—family life, mindset, and day‑to‑day realities—while also guiding clients through key steps like choosing locations, understanding Portugal’s visas, and preparing for life in a new country. She believes that living abroad is transformational not only for individuals and families, but also for the people and communities they encounter along the way.