Stan Farmer, CFP®
U.S. Expat Financial Advisor, J.D.
Stan lives in Middleton, Wisconsin, the town he and his wife and three children have called home for the past eight years. He grew up in Columbia, Missouri, and Cedar Rapids, Iowa, but has lived and worked all over the world, from Minneapolis to Luanda (Angola), Dubai and Lisbon. He began his career as an attorney and first became a financial advisor in 2004, joining the Minneapolis office of Merrill Lynch.
After returning to the U.S., Stan joined Thun Financial in 2014, where he began to focus his advisory practice on providing financial planning and investment advice to U.S. expat clients all over the world. He has authored numerous articles and provided educational webinars on a variety of financial planning topics that have included cross-border estate planning, financial planning for mixed nationality couples, dividing retirement assets when divorcing abroad, cross-border philanthropy, and expatriation.
Stan is a graduate of Northwestern University, where he majored in economics. He also achieved a masters degree in government administration (MGA) from the University of Pennsylvania and law degree (JD) from the University of Iowa. He is fluent in English and Portuguese.
Stan enjoys taking care of his 100+ pets (African cichlids) and he is completely obsessed with cycling the many paved, gravel and dirt trails that run throughout Wisconsin when the weather permits, and riding inside with Zwift and his stationary trainer when it doesn’t.
In the Spotlight
“Being trained as an attorney, you know, I think it helps me a lot as an expat financial advisor because I spend a lot of time researching rules, regulations, and laws – US laws, which are complicated enough to take up most of your time, but also residence country rules for clients in many different countries. So, researching and digging into legal documents, tax treaties and what not, very critical to what we do.”