Financial Consultations for Americans in Tavira

About this event

Join us for "Financial Consultations for Americans living in Tavira" an event where you can meet individually with a financial planner specializing in US/Portugal cross-border planning for Americans

Who Should Attend:

• US expatriates living in Tavira or nearby (visiting Americans planning to permanently relocate to Portugal are also more than welcome!)
• Dual citizens managing finances across borders
• Individuals with investments or financial interests in the US

Event Details:

• Date: April 16, 2025
• Location: Cafetaria Originato
• Registration: Schedule your complimentary 30-minute slot between 9:00 AM - 4:00 PM.

This event offers a valuable opportunity to ask questions, gain clarity, and cross-reference with professionals spanning multiple industries.

Register now to reserve your spot for a one-on-one consultation.

About Ricardo Jesus

Ricardo Jesus, MBA, was born and raised in the breathtaking Algarve in Portugal.

Growing up, his mother worked as a Portuguese tax provider, and he learned early on the importance of working diligently and building client relationships based on trust.

Ricardo secured full scholarships to attend Ole Miss and the University of Tulsa, Oklahoma in the U.S., earning his Bachelor’s and MBA (respectively) while playing D1 tennis.

After completing his education in the U.S., Ricardo returned home to settle in the Algarve and establish his career as a U.S. expat financial advisor. At Liberty Atlantic Advisors, he specializes in crafting financial strategies for the firm’s clients in Portugal.

His expertise covers financial and tax planning, alongside smart investment management.

With a knack for simplifying the complexities that accompany living in Portugal as an American, Ricardo forges strong client connections rooted in empathy for the expat experience, committing to his clients’ financial goals with the same intentional precision that he originally developed to end tennis rallies in his favor.

About Liberty Atlantic Advisors

Liberty Atlantic Advisors offers tailored financial and tax planning services for US expats designed to help clarify the best strategy for your situation and ease the sense of anxiety or confusion that often happens when trying to navigate cross-border regulations.

Our approach starts with an initial conversation to get to know one another, followed by reviewing your entire asset base, the Double Taxation Agreement (as applicable) between the US and your target country, your personal financial situation, and goals to create a custom plan that supports your long-term financial well-being.

As a US-registered investment advisory firm, we are legally obligated to act in your best interests, ensuring that you receive personalized, transparent guidance.

Please feel free to visit our website for more information and connect with Ricardo on LinkedIn.