Guillaume Decalf, GFP Fellow

Oui Financial
Fee-only French-american financial advisor

Professional Details

Countries of Focus

United States, France

Specialties

Cross-Border financial planning

Business Description

We offer financial planning & investment advisory services for French people and French-american families in the US.

Ideal Clients
French people and French-Something families living in the US, Americans living in France with more than $1M to invest in the US.
Ways Advisor Charges

Fee only, Hourly rate, % AUM

About

With a business school diploma in hand, I began my career in France in 2003 as a consultant specializing in process analysis and optimization. In 2010, I left my job to start a career in San Francisco. I worked in different technology companies, including Amazon and Fitbit. I discovered a world very different from France. A world where the government does not cover health insurance, retirement, and education. Based on this observation, I did in-depth research on the subject to optimize my financial situation as much as possible, and then that of my compatriots in the same situation. My many successes in this area have brought me new demands outside my circle of friends. So I got my license (Series 65) and launched Oui Financial, my independent financial planning and investment firm, in 2018. I also have the GFP Designation (cross-border financial planning) and the certificate in blockchain and digital assets (RIADAC).

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