Financial Advisor's Workshop with Brian Kasal #79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management
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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
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