David F. Jacoby, CFP®, CFA, CPA Remote Financial Planner

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About David F. Jacoby, CFP®, CFA, CPA

David F. Jacoby, CFA, CPA, CFP® is the founder of Remote Financial Planner. He is an on-again off-again expat that works with mobile professionals all over the world. He has lived long-term in various countries and also experienced life in a perpetual state of travel, jumping from city to city as a digital nomad.

His clients include expats, digital nomads, remote workers, executives on foreign assignment, travel junkies, and families looking to retire abroad. He understands the unique challenges that living a cross-border lifestyle can create because he has experienced it firsthand. He leverages technology to work with his clients virtually. Assisting them with everything from accessing banking services and taking into account multiple tax jurisdictions to retirement currency planning and setting up investment plans.

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Ideal Clients

  • Cross-border Planning
  • Expatriates
  • Financial Independence Retire Early (FIRE)
  • Remote Professionals

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly fee: $400+/mo

SEC Records

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