planning & investing With you
ABOUT oui financial
We work exclusively with French people and French-American families in the US.
Confused about IRA, Roth IRA, 401K, 403b, 529...? How to prepare your retirement in the US and in France ? Sell or keep your stock options? How to invest? planning to leave the US and wondering what to do with your accounts?
We are here to help.
We have a simple approach to financial planning. We will first sit with you to discuss your situation, goals, and any concerns you may have. We will help you invest, create a budget, save money, reimburse your debts, plan for your children's education, etc.
Our ultimate goal is to empower you to make the right decisions with your money. As registered investment advisors in California, we have a fiduciary responsibility to act in your best interest. We don't sell financial products.
More about your financial advisor.