SIPP, IRA, 401k, US investment accounts, portfolio management and retirement planning for expats in the USA
Over 10 years specialist experience
SIPPs, IRAs, 401ks and more
Portfolio and investment management
Offshore investment accounts
Expert expatriate financial planning
For foreign nationals in the USA
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Tom Zachystal

Tom Zachystal

Expat Focus 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.

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, retirement planning and other financial planning services for residents of any nationality living in the US or US citizens living abroad.

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.

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