Insightful collaboration

The importance of choosing the right advisor

Retiring abroad?

Get the advice you need

Retiring abroad may be a dream come true for many Americans, but it may come with unforeseen financial consequences.

Today, U.S. citizens residing overseas may find it more challenging to find a qualified financial services firm to meet their needs. Both U.S. and foreign governments are currently seeking increased transparency of assets held abroad by their residents and are requesting better communication with one another. To address these concerns and promote cross-border transparency, the U.S. has entered into Intergovernmental Agreements (IGAs) with certain foreign governments under the Foreign Account Tax Compliance Act (FATCA). The U.S. has requested to receive and has agreed to share financial information on assets held offshore automatically or upon request.

What you need to know

If you are a U.S. citizen living overseas, your financial services firm may ask you to close your account in your resident country. Edward Mirsky understands the issues and has the financial insight and experience, combined with the resources of UBS, to help you navigate any challenges with this transition. He can help you take the necessary steps to comply with these reporting requirements so you can continue to plan for the future.

For more than 20 years, Edward Mirsky has been helping clients transition to retirement overseas. He'll make sure you understand the facts and have all the information you need to make well-informed decisions.

Globe

Edward Mirsky

Senior Vice President–Investments

Financial Advisor

As a financial advisor at UBS, I provide financial planning and investment advice to individuals, corporate organizations and governments with a particular focus on sophisticated and complex needs involving clients with a global presence. I have the following qualities: Good communication skills, A proven record of acting for the best interests of the investor, Possess extensive financial knowledge and experience, I am registered as a financial advisor with the necessary authorities, Trustworthy, and Objective. Most importantly, I am in touch with the financial needs of the investor.

Registered States:
  • AL
  • AZ
  • CA
  • CT
  • FL
  • IL
  • MI
  • NC
  • NJ
  • NY
  • OR
  • PA
  • PR
  • TX
  • WA

Education

  • BCOM , Finance, McGill University, 1983 - 1986
600 West Broadway
Suite 2800
San Diego, CA 92101
  • (619) 557-2407

Email Me

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights