• #79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

  • Apr 18 2024
  • Length: 30 mins
  • Podcast

#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management  By  cover art

#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

  • Summary

  • Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

    Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner.

    In this episode, Brian and Tom discuss:

    1. Financial Planning and Tax Optimization for Global Citizens

    2. Advising Across Borders: Navigating Challenges in International Finance

    3. The Impact of International Regulations on Expatriate Finance

    4. Building a Business for Expats

    LinkedIn: https://www.linkedin.com/in/zachystal/

    Website: https://iamadvisors.com/

    Twitter: https://twitter.com/tomatiam

    Article: https://www.forbes.com/sites/forbesfinancecouncil/2024/02/27/six-financial-planning-considerations-for-americans-moving-abroad/?sh=1b7b30c74ddd

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