Expats: Financial & Immigration Solutions You Need To Know! (#expatsbabcsf)

Sai Radhakrishnan, Bank of the West

Business Development Officer, International Clientele Department, Assistant Vice President, Regional Banking Group

Sai Radhakrishan is AVP, Business Development Officer at Bank of the West. Her department supports both the Retail Banking Group and Wealth Management Group, and focuses on assisting clients with their domestic and international banking needs. Her clients include international entrepreneurs and families, high net-worth individuals and multi-national businesses. 
 

Crista Lucey, CPA, Spott, Lucey & Wall
Owner

Crista M. Lucey, CPA is an owner of Spott, Lucey & Wall, Inc. CPAs, a local firm providing a full range of taxation and attestation services. Crista has over 30 years of experience assisting domestic and international businesses and individuals, helping manage their demanding cross border transactions. Her areas of expertise are international tax, audit and non-audit services for foreign?owned entities, such as due diligence for mergers, acquisitions, spin-off's and sales of businesses, and accounting services to technology as well as manufacturing and real estate companies. She is a frequent speaker at various Human Resources groups on issues relating to U.S. citizens and tax residents working abroad (tax equalization and protection plans, etc.) and itinerant employees, as well as U.S. Taxation of Assets Outside the U.S. to various international organizations.

Crista is a member of the American Institute of Certified Public Accountants, California Society of Certified Public Accountants, National Association of Women Business Owners, and currently serves as Treasurer for the Swiss American Chamber of Commerce. Crista graduated from California Polytechnic State University in 1982 with a Bachelor of Science in Accounting and joined Spott, Lucey & Wall, Inc. immediately after graduating. She received her Master of Science in Taxation in 1990.

Head of the International Clientele Department
Vice President, Regional Banking Group

Managing Partner

Jim Mayock leads the law firm of E&M Mayock, which practices the full range of business immigration law. We make the hiring of international personnel a competitive advantage.

 The firm specializes in employment-based “green cards” and work-authorized visas.  E&M Mayock offers 35 years of sophisticated expertise, managing successful applications for the entire range of immigration opportunities.

We drive the rapid processing of E Investor, H Professional, L Transferee and O Rockstar petitions.  We facilitate business visa issuance abroad when consular officers become stingy.  We find shortcuts to the onerous PERM Labor Certification process, leading to faster green cards.  

Bringing the world’s best and brightest to America!
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Chief Executive Officer

As with most things in life, the key to achieving your long-term financial objectives is planning.  Your goal may be to fund your children?s college education, protect your family during your working years, or ensure a comfortable retirement.  These things won?t happen by accident. It?s important to determine what your goals are and then map out a strategy that will help you accomplish them.  The good news is that it?s never too late (or too early) to start!

Of course, planning your financial future can be overwhelming and intimidating.  Luckily, you don't have to do it alone.  As your Financial Adviser, I am here to educate you, and help you develop and implement strategies that meet your objectives.  If you have dreams for yourself, your family or your business, I invite you contact me.  Together, we will explore how to maximize your wealth and financial security, so that you and your family may fulfill your aspirations and live the life you deserve.