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REMOTE FINANCIAL PLANNER, LLC
Remote Financial Planner guides American expats toward Financial Independence, helping distill the financial complexities of living abroad. The firm provides...
REMOTE FINANCIAL PLANNER, LLC
Remote Financial Planner guides American expats toward Financial Independence, helping distill the financial complexities of living abroad. The firm provides fee-only, unbiased financial planning with no commissions, no sales products, and no asset minimums. Advice is technology-driven and location-independent, using secure cloud document sharing and virtual meetings on the client's schedule.
General information
Firm type
RIA
Principals
David Jacoby
Frequently asked questions
Does Remote Financial Planner, LLC participate in fund commitments or only direct deals?
Remote Financial Planner, LLC primarily invests in publicly traded securities via third-party asset managers, ETFs, and mutual funds rather than making direct investments in private funds or deals. As a financial planning RIA, it focuses on diversified portfolio construction rather than private capital fund commitments. The firm's investment approach is geared toward retail and high-net-worth clients seeking traditional wealth management.
What investment stages does Remote Financial Planner, LLC typically target?
Remote Financial Planner, LLC targets all stages of investment, from early-career wealth accumulation to retirement distribution planning. Its investment strategies span growth-oriented portfolios for younger clients and income-focused allocations for retirees. The firm's stage-specific investment recommendations align with each client's time horizon and risk tolerance.
Which sectors does Remote Financial Planner, LLC explicitly avoid?
Public information does not indicate that Remote Financial Planner, LLC explicitly avoids any specific sectors. As a fiduciary, the firm constructs portfolios based on client preferences and risk profiles rather than maintaining a firmwide banned list. Clients who wish to avoid particular sectors can direct the firm to implement ESG or exclusionary screens within their personal accounts.
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