David  Jacoby

David Jacoby

| CPA, CFP®

Remote Financial Planner

Visit my site to schedule

Contact Me

www.remotefinancialplanner.com

Financial Consultant for Mobile Professionals and Expats.

Specialties

  • Fee-Only Financial Planning
  • Cross-boarder Planning
  • Student Loans Consulting
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Cash Flow Planning
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

By Appointment
or Virtual Meeting
Arlington, VA

David Jacoby is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Professional: I am a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and have completed all three sections of the Chartered Financial Analysis (CFA) program.  I received an International MBA from the Darla Moore School of Business and BSBA with a focus in Accounting from Christopher Newport University.  I have served as a subject matter expert (SME) to develop test questions for the CFP® Board certification examination. Annually, I volunteer for the IRS Volunteer Income Tax Assistance (VITA) program where I help low-income families file their income tax returns.

Personal: I am an on-again, off-again expat that loves to travel.  I’ve lived in Brazil and Chile and look forward to living abroad again soon.  My travels have changed my outlook on life and impacted the way I want to live and work. I started my own business so that I could work remotely and have more control over my life.  Now, I spend every day helping people realize their financial goals, so they can live the life they want to live too.