Lisa Nguyen, CFP®, EA

About Lisa

Lisa Nguyen is a CFP® (Certified Financial Planner) and Enrolled Agent (EA) specializing in US tax and financial planning for Americans living abroad. She spent 6 years as a Financial Attaché at the US State Department in Paris and Singapore, advising embassy staff on their unique tax filing obligations, before founding her own expat financial planning practice.

Lisa is a member of the American Citizens Abroad (ACA) advisory board and has testified before the Senate Finance Committee on FBAR penalty reform. She has helped over 800 expats navigate Streamlined Filing Procedures and avoid six-figure IRS penalties. Her expat tax analysis has been cited by International Living, Greenback Expat Tax Services, and the Wall Street Journal expat desk. At MONEYlume, Lisa covers the full spectrum of American expat finance: Israel, Canada, the UK, France, and beyond.

Areas of Expertise

• FEIE (Form 2555) & physical presence vs. bona fide residence tests
• FBAR (FinCEN 114) & FATCA (Form 8938) compliance
• Foreign tax credit (Form 1116) vs. FEIE election
• Totalization agreements & Social Security for expats
• Streamlined filing procedures for delinquent filers

Featured In & Cited By

• The Wall Street Journal
• International Living
• Greenback Expat Tax
• American Citizens Abroad Quarterly

Career Background

• US State Department (Financial Attaché, Paris & Singapore, 2009–2015)
• Nguyen Expat Financial Planning (Founder, 2015–present)

Education: MS International Finance, Georgetown University · BA Economics, George Washington University · CFP® (CFP Board) · EA (IRS) · ACA Advisory Board

Editorial Standards

All content by Lisa Nguyen, CFP®, EA is written according to MONEYlume's editorial standards. Facts are verified against primary sources including the IRS, Federal Reserve, CFPB, and peer-reviewed financial research. Articles are updated when regulations or market conditions change significantly.