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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly fee: $1,000+/mo

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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