Leading Financial Advisors for American Expats
With professionals who are licensed in both Spain andthe USA, we offer a true cross-border investmen advisory and financial planning solution.
EAFA provides specialist investment advisory and financial planning services for US citizens living in Europe. Financial issues faced by American expats differ from those of US residents in certain very important respects: Investment account selection and management, regulatory and tax constraints on investment products, estate planning, currency transfers and hedging, as well as global investment diversification, are all important considerations for US citizens living abroad. Most US-based financial advisors do not have expertise in these areas and most European advisors are not familiar with US retirement accounts, tax issues, or financial planning considerations. Contact us today to discuss your personal situation with an advisor who specializes in issues that are important to you.
Cross-border investment advice and financial planning
EAFA's offering for US clients is the brainchild of two US advisors with over twenty years of US expatriate investment expertise. Headquartered in Spain, EAFA is dedicated to helping US expats in Europe achieve their long-term financial and investment goals in the most tax-efficient way possible.
EuroAmerican Financial Advisor's professionals are licensed both in the United States and in Spain under European regulations, and its advisors have extensive cross-border experience working with overseas Americans, enabling EAFA to take an in-depth approach to offering guidance specifically tailored to your situation. EAFA are fiduciaries under the law, and to ensure the integrity of its service EAFA's team do everything possible to align its interests with your own.
Contact EAFA today to discuss how its approach to financial services will bring you peace of mind and keep you on track to realizing your life goals.
How EAFA can help US individuals
Americans abroad operate in a uniquely challenginginvestment environment, with multiple potentialpitfalls relating to US reporting and tax rules that applyto American citizens worldwide.These sit alongside the regular twists and turns of life:partners, children, and parents to care for, changes inemployment and marital status, successes andchallenges in business and investment, all combine tomake the future uncertain but full of possibilities.
Trust your investments to professionalswho serve only your best interests.
The EAFA financial planning process recognizes this, and we create a carefully monitored personalized financial plan based on your circumstances and our extensive experience of working with American expats that will help you realize your financial goals.A well-diversified, tax-optimised portfolio is the cornerstone of a successful investment strategy. EAFA works with with you one-on-one to determine an optimal investment strategy based on your specific risk and return expectations, and your financial goals.
BENEFITS FOR EXPATRIATES IN SPAIN:
Specialized Knowledge
- A global network of expat-specialized professionals
- Specialized expat cross-border financial planning services
Enhanced Services
- Based and registered in Spain
- Yearly in-depth performance review with your EAFAadvisor, in person, by video conference or telephone
A World of Investments
- Advice on multi-currency accounts
- Advice on portfolio hedging in volatile times
- Currency considerations taken into account basedon where you invest and where you spend your savings
Shane Clark
Shane is a co-founder and the General Manager of EAFA. He specializes in financial advice and investment management, with a focus on cross-border issues.
Shane is based in Sevilla, Spain and is especially knowledgeable in managing and advising on investment portfolios for US citizens living in Europe. Building on 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.
Prior to his time with EAFA, Shane founded and managed his own boutique investment advisory firm. Shane also worked for several years as a portfolio manager at a Trust Bank in Michigan. As an American expat himself, he worked in Europe as an independent consultant to start-ups, and SMEs in London and Brussels. Shane has also taught a variety of graduate financial markets and economics courses at the Strathclyde Business School, Scotland.
Shane holds an MSc in Financial Economics and an MPhil in Economics from the University of Strathclyde, in addition to a B.A. in Business and Finance from Aquinas College, Michigan. Shane is a certified Agile Project Manager and holds the US Series 65 Investment Advisor license.
Our Mission
EAFA was created by expats for expats. Founded by two US financial advisors, we provide American Expats in Europe customized investment advice. We fundamentally understand the need for holistic investment advice and financial planning, when living abroad. Licensed as an investment advisor in Spain, we have partnered with US-based custodians and brokers to create regulatory compliant, tax efficient portfolios for our clients. As your advisor abroad, we enjoy what we do, and we want to help you relax on your expat adventure with confidence and peace of mind.
