Expat Planners is a fee only financial planning firm held to a fiduciary duty. We do not receive commissions or sell products.
We have clients throughout the US
We meet with clients in person and using internet meetings where we can share screens. We use secure email, dropbox, and phone.
We regularly travel throughout the US to visit clients anywhere if in-person meetings are desired.
Guadalajara, Mexico
Hermosillo, Mexico
Los Angeles, CA
Beverly Hills, CA
(424) 358-5410
(424) 358-5410
Tucson, AZ
6700 N Oracle Road, Suite 119
Tucson, AZ 85704
(520) 325-0769
Contact Expat Planners
Click here to schedule a free meeting with Bill Holliday, CFP.
Guadalajara, Mexico
Tucson, AZ
6700 N Oracle Road
Suite 119
Tucson, AZ 85704
(520) 325-0769
Hermosillo, Mexico
Los Angeles, California
433 N. Camden Drive, 6th Floor
Beverly Hills, CA 90210
+1 (424) 358-5410
Get our free Expat Financial Guide
Subscribe to get our latest from Expat Planners. We can work with you on: investments, taxes, estate planning, retirement planning, insurance, banking, and any other financial issue.