SIPP, IRA, 401k, US investment accounts, portfolio management and retirement planning for USA expats

US Expat Investment Advice
US investment accounts
SIPPs, IRAs, 401ks and more
Offshore investment accounts
Portfolio and investment management
For US citizens and foreign nationals
Over 10 years specialist experience
Request no-obligation advice

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Tom Zachystal

Tom Zachystal

Expat Focus US Investment Partner

Tom is a Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Plannerâ„¢ professional specializing in portfolio management and financial planning services for expatriates.
Enquiry:

Tom Zachystal is a Chartered Financial Analyst, and Certified Financial Plannerâ„¢ professional with over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.

Services include: US or offshore investment accounts, IRAs, 401ks, portfolio/investment management, UK SIPPs, UK pension transfer to the US or elsewhere (QROPS), retirement planning and other financial planning services for US citizens living abroad or residents of any nationality living in the US.

Further 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.