David F. Jacoby,  CFP<sup>&reg;</sup> - Financial Advisor

David F. Jacoby, CFP®

CFA, CPA,

Founder

Remote Financial Planner

7750 Okeechobee Blvd, Suite 4-400
West Palm Beach, FL 33411
FINANCIAL ADVISOR'S WEBSITE
(202) 570-4146 CONNECT WITH David
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General

David Jacoby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Remote Financial Planner in West Palm Beach, FL and the surrounding communities.

Financial Advisor Overview

We all have our own reasons for moving abroad, taking a foreign assignment, or making a drastic change in our life, but the motivation is always the same: we want to increase enjoyment and live a satisfying life. The best way to do that, is to stop trading our time for money and start using our money to free us to live the life we want to live.

Remote Financial Planner focuses on guiding American expats down the path towards Financial Independence through customized investment management, financial planning, and cross border tax advice.

As an "on-again off-again" expat, Remote Financial Planner understands the unique financial and life planning challenges you face as an expat -- a stream of advice that doesn't quite match your situation, unforgiving financial institutions, human resource departments unable to answer your questions, currency fluctuations, cross border family and marriage issues, paying taxes in multiple countries...

The global lifestyle is all about experiencing other cultures, tasting new foods, climbing remote mountains, and relaxing on an empty beach. Remote Financial Planner distills down the financial complexities of living abroad and helps you make informed decisions, enabling you to enjoy life now and feel comfortable that you are on a path towards real financial and life freedom. If you want to learn more about how I can help, schedule an introductory call today

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Financial Advisor Experience

Professional: I am 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 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 am 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Cross-border Planning, Asset Allocation, Investment Management, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Personal Taxes

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Helpful Financial Planning Resources