Hey there! I’m Mordechai Khaimov, a first-generation American and a CPA-turned-financial advisor. I’m all about helping people—especially immigrants and first-gen Americans like myself—find their financial footing in this complex world. Over the last decade, I’ve tackled everything from corporate and nonprofit accounting to managing hefty endowments. I’ve spent four intense years as an auditor, which sharpened my eye for the small details. These days, I focus on working with high net-worth individuals and businesses, designing personalized financial plans that cover everything from saving for retirement and analyzing insurance needs to finding smart tax strategies and smoothing out business operations. I also have a focus on business and career coaching, taking my expertise auditing companies and helping the business owners establish standard operating procedures and metrics in their business. What really drives me is my own story as a first-gen American, which gives me a special understanding of the hopes and hurdles of chasing the American Dream. I’m here to share what I know, empower through education, and help make the financial system work for you. *Disclaimer: The information provided is for coaching purposes only and should not be considered investment advice.*