Remote Financial Planner

Remote Financial Planner is a financial services firm for the globally minded. David F. Jacoby, CFA, CPA, CFP®, the firm's founder, is a  consultant to mobile professionals all over the world. His clients include expats, digital nomads, remote workers, executives on foreign assignment, travel junkies and individuals and couples that retire abroad. He leverages technology to work virtually with his clients whenever and wherever it's convenient for them.

David thrives on the complexity in which global professionals and expats are all too accustom. Through his experience with cross-boarder planning he has learned to take into account multiple tax jurisdictions, treaties, and currencies before making decisions with his clients. He is on a mission to help global professionals plan for their future, so they can live in the moment, free from anxiety about money.