Past Events

December 15, 2015
WeWork & The Expat Woman presents Legal & Financial Talk for Expats
San Francisco, CA

Andrew Fisher will present to the WeWork and the Expat Woman networks on the topic of wealth management for expatriates.   Topics Andrew will discuss will include but are not limited to:   Employer pensions, 403(b) and […]

December 3, 2015
CalCPA San Francisco International Tax Committee: Wealth Management for International Professionals
San Francisco, CA

Andrew Fisher will present to the San Francisco International Tax Committee on the topic of wealth management for foreign nationals and expatriates. The goal of this presentation is to provide an overview of the cross border […]

October 13, 2015
Andrew Fisher to Attend Tiburon CEO Summit
San Francisco, CA

Andrew Fisher will attend this year’s Tiburon CEO Summit in San Francisco, CA . Tiburon CEO Summits are the premier gathering for CEOs and other leaders within the industry. It provide a unique opportunity for a […]

October 8, 2015
Worldview Advisors Open House
Lake Oswego, Oregon

Worldview Wealth Advisors is excited to announce that we will be hosting an early October open house at our Lake Oswego Operations Center! Drinks and appetizers will be provided. We look forward to seeing everyone there!

September 25, 2015
2015 Client Appreciation Night
Amsterdam, The Netherlands

CLVN and Worldview Wealth Advisors will host the annual Client Appreciation Night on September 25th in Amsterdam. The event is comprised of a dinner followed by a performance at the Dutch National Ballet.   We […]

September 11, 2015
Presentation to State Committee on PFP: Working with Foreign Nationals
San Mateo, CA

Andrew Fisher will be presenting to the State Committee on Personal Financial Planning at the offices of CalCPA, the leading advocacy organization for CPA professionals in California.   In his talk, Andrew will address the […]

May 26, 2015
Andrew Fisher to Attend FPA Conference
San Francisco, CA

Andrew Fisher will attend this year’s FPA North California Conference in San Francisco, CA.   The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for over 40 years. […]

May 21, 2015
Worldview Hosting Global Citizen Celebration with CFA Society of San Francisco
San Francisco, CA

Worldview Wealth Advisors, and President Andrew Fisher, will be hosting a CFA Society networking event in San Francisco to celebrate the cultural diversity of CFASF members. Whether born in a foreign country, lived abroad for a […]

March 19, 2015
Milton Ezrati and the Future of Globalization
Portland, OR

Worldview Advisors welcomes distinguished economist Milton Ezrati and author of Thirty Tomorrows: The Next Three Decades of Globalization, Demographics and How We Will Live for a discussion on globalization and the effect of demographics on […]

March 17, 2015
OHSU Hospital – Financial Planning for International Employees
Portland, OR

The Office of International Affairs at OHSU Hospital in Portland, OR is hosting a unique employee education session on international financial planning. The hospital has a large multi-national workforce comprised of international employees, faculty and […]