David Jacoby (CFA, CFP®, CPA, MBA)
David Jacoby focuses in the
following client markets or areas of practice:
- Entrepreneurs
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Entrepreneurs
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Remote Financial Planner is all about guiding global professionals to financial independence. Whether you're a life-long expat, on a short-term foreign assignment, a global entrepreneur, or a dual national family looking to retire abroad while maintaining a connection to the U.S., I can help. I utilize technology to make financial advice convenient and accessible no matter which time zone you find yourself in. Remote Financial Planner's planning specialties include:
• Financial Independence • Cross-Boarder Financial Planning • Currency Management • Expat Tax Compliance • Foreign Earned Income Exclusion • Cross-Boarder Investment Management • Multi-Country Retirement Planning • Relocation Planning and Country Selection •
Additional Information
Professional: I'm a Chartered Financial Analyst (CFA) charterholder, Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I received an International MBA from the Darla Moore School of Business and a BSBA with a focus in Accounting from Christopher Newport University. I have served as a subject matter expert (SME) to develop test questions for the CFP® Board certification examination. Annually, I volunteer for the IRS Volunteer Income Tax Assistance (VITA) program where I help low-income families file their income tax returns.
Personal: I'm an on-again, off-again expat that loves to travel. Previously, I’ve lived in Brazil and Chile but currently I’m calling Barcelona, Spain my home. My travels have changed my outlook on life and impacted the way I want to live and work. I started my own business so that I could work remotely and have more control over my life. Now, I spend every day helping people realize their financial goals, so they can live the life they want to live too.
NAPFA Start Date
October 06, 2016
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