Whether you’ve recently arrived in the US or have been here for many years, you know how living in the US and Europe presents different challenges and opportunities. The financial implications can be dramatic, especially when it comes to managing taxes, retirement planning, health care and education. That’s why we offer Financial Planning for Europeans in the US.
As someone who grew up in Italy, Marco Ottonello lived in Germany and in the UK, and later moved to the US and married a US citizen. He understands the complexities of transitioning between these systems. He’s also experienced firsthand how US professionals often lack the expertise or the willingness to handle cross-border situations, so he had to navigate these challenges himself. Now, he’s here to help other international families in similar situations.
Services We Offer:
Schedule a Free Consultation Today with Marco Ottonello!
Location
For our clients’ convenience, we conduct meetings virtually. While our home base is in San Francisco and the Bay Area, we proudly serve households across the U.S. and internationally.
Mailing Address
1999 Harrison St
Suite 1800
Oakland, CA 94612
415-295-6206
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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