In association with the American Society of Barcelona, on Wednesday June 21st join Shane Clark and Tom Zachystal from EuroAmerican Financial Advisors at By Safe House, Carrer del Bruc 147, 08037 Barcelona before the June American Society of Barcelona happy hour, where they will answer your questions on:
– Financial planning for Americans living in Barcelona
– Investing as an American in Barcelona
– Retirement planning as an American in Barcelona
Note that we’re certified financial planner but not tax accountants.
Registration is free, and please let us know your questions when you register, and we will endeavor to answer as many as possible within the time we have.
Book your place here.
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Shane Clark is co-founder of EAFA (http://utb.fts.mybluehost.me/). He specializes in financial advice and investment management with a focus on cross-border issues. With over 10 years of experience in international financial markets, he designs balanced and diversified global portfolios for long-term returns, considering risk, regulatory, and tax implications. Shane previously worked as a portfolio manager at a Trust Bank in Michigan, and holds an MPhil in Economics from the University of Strathclyde. He resides in Spain.
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Tom Zachystal is co-founder of EAFA and owner and Chief Investment Manager at International Asset Management, a US Registered Investment Advisor specializing in discretionary investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, and holds the Chartered Financial Analyst (CFA) credential as well as the British Investment Management Certificate (IMC), and is a Certified Financial Planner™ (CFP™) practitioner. He is a past President of the San Francisco Financial Planning Association and has been managing investment portfolios on a discretionary basis since 2002.
