U.S.–Spain Cross-Border Financial Planner & Dual-Certified CFP® & European Financial Planning Specialist
I am a dual-certified financial planner, holding the CFP® designation in the United States and the European Financial Planner (EFP®) certification from EFPA España, Spain's highest financial planning credential. I work at BISSAN Wealth Management in Spain, where I specialize in advising Americans living in the country.
That dual certification is deliberate. Americans in Spain face a genuinely complex financial landscape, one that requires deep, working knowledge of both U.S. and Spanish financial systems, tax rules, and planning frameworks. Earning the highest financial planning designation in each country, combined with a master's degree in Spanish taxation, positions me to deliver advice that is grounded in the practical realities of life in Spain rather than approximated from one side of the Atlantic.
Book a call with Peter here.
Languages Spoken
- English
- Spanish
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
- Non US Persons Leaving the US with US Based Assets
Expert Services Offered
- Cross Border Financial Advisor
Compensation Model
- Fee Only
- Commission