Nicolas Benit
Helping French Families Navigate Cross-Border Finances
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Serving Clients Nationwide
Helping French Families Navigate Cross-Border Finances
Areas of Focus
- Equity Compensation Options
- Estate Planning
- International and Cross-border Planning
- Investment Management
- Real Estate Investing
- Retirement Planning
- Socially Responsible Investing
- Tax-Efficient Planning
About Nicolas Benit
Hi, I'm Nicolas Benit, a Financial Planner and Investment Advisor with Oui Financial.Originally from Carcassonne, I have developed strong expertise in wealth management and financial advising through over ten years of experience at renowned institutions such as Banque Courtois and Société Générale.
Throughout my career, I have assisted clients in managing their investments, planning for retirement, and optimizing their wealth by offering personalized and tailored solutions to meet their needs.
In 2024, I joined Oui Financial to pursue my passion: helping individuals and families navigate financial complexities with confidence and peace of mind. My approach is based on attentive listening, clarity, and deep expertise to provide sustainable financial strategies tailored to each unique situation.
Primary Location
San Francisco, CA 94108
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the short survey to qualify for a complementary financial strategy session. We'll sit down to discuss your situation, your goals, and any concerns you have about your finances in the U.S. and France, and I'll answer your questions so we can determine the best way to move forward. I look forward to speaking with you.Offers Investment Management
Yes
About Oui Financial
Managing your money as a mixed French-American family is a complex task with various challenges. In-depth and bilingual expertise in the tax, legal, and economic environment of the two countries is essential for the best possible outcome.At Oui Financial, we share our expertise with our French-American clients wherever they live. We empower you with the means – and knowledge – to make the most informed decisions about your money.
We simplify your French-American financial challenges by providing a practical and straightforward approach to the world of American finance.
How Oui Financial is Different From The Rest
Financial Education
At Oui Financial, we empower you with the means and knowledge needed to make the best decisions regarding your capital, large or small.
Professional Ethics
We prioritize your financial interests. Unlike some financial advisers, we don't sell financial products, nor do we receive commissions.
Personalized Support
Oui Financial has the experience to understand your situation, whether you're new to the United States, settled for the long term, or ready to return to France or anywhere else in the world.
Socially Responsible
Oui Financial makes it a priority to invest primarily in socially responsible funds that offer growth and sustainability.
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Advisory services are offered through We Financial Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.
Education
Brest Business School, Master 2 (M2), Finance and Financial Management Services | IUT MONTPELLIER-SETE, DUT TECH DE CO, Spécialité Banque Assurance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Expats
- Families
- Foreign-Born Individuals
- Immigrants
- Intergenerational Families
- Technology Professionals
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