I am a dual-certified financial planner: CFP® in the U.S. and European Financial Planner in Spain.
I am a U.S. Certified Financial Planner® professional and hold 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.
My dual certification reflects a commitment to providing truly cross-border financial guidance. Americans in Spain need an advisor with deep expertise in both U.S. and Spanish financial systems, tax rules, and planning considerations. In addition to earning the highest financial planning designation in each country, I also hold a master’s degree in Spanish taxation, allowing me to deliver informed, practical advice tailored to the realities of life in Spain.
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You can find me registered on FINMA, FCA, BaFin, SRA, OAB, and more.
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