GOBankingRates works with many financial advertisers to showcase their products and services to our audiences.
These brands compensate us to advertise their products in ads across our site.
This compensation may impact how and where products appear on this site.
Commitment to Our Readers
GOBankingRates' editorial team is committed to bringing you unbiased reviews and information.
you’re free to read more about oureditorial guidelinesand our products and servicesreview methodology.
The tricky part is when youre an expat looking for one.
Read below for more expert tips on finding a financial advisor as an expat.
Also,learn about saving for retirement while living abroad.
As an expat financial advisor, I highly value experience working with clients living abroad, he said.
My firm has assisted many U.S. expats in navigating their unique financial situations.
We understand issues like double taxation, cost of living challenges in foreign countries and access to investment opportunities.
Klesinger also said to look for credentials like a CFP certification and references from current expat clients.
And dont be afraid to conduct video calls to assess their experience your financial future depends on it!
These regulations have far-reaching implications for U.S. citizens abroad, and non-compliance can result in severe penalties.
Seek out advisors who utilizesecure, user-friendly platformsfor virtual meetings, document sharing and portfolio management.
This ensures seamless communication and access to your financial information, regardless of time zones or geographical barriers.
This makes managing your finances convenient despite geographical differences.
Many U.S. financial institutions restrict services for clients with foreign addresses.
A clear understanding of costs helps in planning and avoids future surprises.
More From GOBankingRates
Share This Article:
