Expat Focus is pleased to offer the services of a U.S. Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Plannerâ„¢ professional. Our advisor has over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.
Services include: Investment management of US or offshore accounts, retirement planning and other financial planning services for US citizens living abroad or US residents of any nationality, taxation services for US expatriates, UK pension transfer to the US or elsewhere.
Specialty services provided in conjunction with other US financial firms include: Obtaining US Green Cards and permanent residence through investment, pension and benefits plan setup and administration for companies starting operations in the US.