About this Event
Join us for "US Financial Planning 1:1 Consultations in Tavira," an event where you can meet individually with an experienced US financial advisor in Portugal.
While other nationalities only have to deal with the complexities of the tax rules where they live, Americans always have to balance the US rules against local tax laws. This is where we come in – hoping to bridge the knowledge gap for Americans in Europe by always providing free initial consultations and acting as a resource for the American community abroad.
Our process starts by considering your entire asset base and income, the Double Taxation Agreement between the US and Portugal, and your goals, preferences, and constraints. We then create a holistic, tailored financial plan to help guide you towards your goals. Our services are best suited to long-term relationships where we add significant value and benefit to our clients’ financial security and lifestyle.
As a US Registered Investment Advisory firm, we are fiduciaries and have a legal obligation to act in our clients’ best interests.
Who Should Attend:
- US expatriates living in Portugal
- Dual citizens managing finances across borders
- Individuals with investments or financial interests in the US
Event Details:
- Date: October 24th, 2024
- Location: Originato Coffee & Food - Tavira, Portugal
- Registration: Schedule your 30min slot between 9.00am - 4.00pm
This event offers a valuable opportunity to secure your financial future with expert guidance.
Register now to reserve your spot for a one-on-one consultation.
Meet the Expert
Ricardo Jesus, born and raised in the breathtaking Algarve in Portugal. Growing up, his mother worked as a Portuguese tax provider, and he learned early on the importance of working diligently and building client relationships based on trust. Ricardo secured a full scholarships to attend Ole Miss and the University of Tulsa, Oklahoma in the U.S., earning his Bachelor’s and MBA (respectively) while playing D1 tennis.
After completing his education in the U.S., Ricardo returned home to settle in the Algarve and establish his career as a U.S. expat financial advisor. At Chase Buchanan USA, he specializes in crafting financial strategies for the firm’s clients in Portugal. His expertise covers financial and tax planning, alongside smart investment management. With a knack for simplifying the complexities that accompany living in Portugal as an American, Ricardo forges strong client connections rooted in empathy for the expat experience, ensuring his clients’ financial goals hit the mark with the same intentional precision that he originally developed to end tennis rallies in his favor.
Event Venue & Nearby Stays
Cafetaria Originato, 106 Rua José Pires Padinha, Tavira, Portugal
USD 0.00
