Financial Planning Consultations for Americans in Spain

Let’s be honest: there are a lot of reasons Americans are thinking about living in Spain right now. Maybe you moved here recently, or a couple of years turned into a life in Spain.

But while most people focus on visas, lifestyle, and logistics, the financial side is often overlooked, and that’s where things can quickly become complicated.

As an American living in Spain, your financial life doesn’t just “move” with you. You’re still tied to U.S. tax rules while also becoming subject to Spanish regulations. Without proper planning, this can lead to unexpected tax exposure, inefficient investment structures, and unnecessary stress.

The good news?

With the right guidance, it’s possible to better understand your U.S. finances in a way that supports your life in Spain—both now and long-term.

We invite you to join us in Madrid for 1:1 Financial Consultations with Ricardo Jesus, a cross-border financial planner specializing in helping Americans navigate life in Spain.

This is a unique opportunity to walk through your personal situation, ask questions, and better understand how to align your financial life with your plans abroad.

At Liberty Atlantic Advisors, we take a holistic approach

This means that a first meeting is really about getting to know you in a friendly, genuine way.

Discussions about assets and taxes dominate our industry, but because we're a team of current and former expats, (Ricardo did his undergrad and master's in the U.S.), we know the money conversations can lead to sprawling conversations on other topics -- and that's completely OK and normal.

Who Should Attend:

• Americans living in Spain or actively planning their move ('tis the season of scouting trips!)
• Individuals with U.S. retirement accounts, investments, or business interests
• Those looking to avoid costly tax missteps and plan proactively
• Professionals and families seeking long-term financial clarity abroad

Event Details:
Location:

Madrid, Signature Velázquez

Address:

5-8F C. de Velázquez, 34

28001

Format: 30-minute 1:1 consultations

Registration: Reserve your time slot in advance

Event Venue & Nearby Stays

Madrid, Signature Velázquez, Spain

Concerts, fests, parties, meetups - all the happenings, one place.

Get App