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Learn How Abacus Wealth International Can Help You Achieve A Long-Term Wealth Strategy
OUR MISSION
At Abacus Wealth International (AWI), our objective is to build a relationship of trust, with a commitment to provide competent and professional financial guidance based on experience, ethical values, and excellence.
CODE OF ETHICS
Abacus Wealth International adheres to rule 204A-1 under the Investment Advisers Act of 1940 (“Advisers Act”) and the Board of Certified Financial Planner’s ® Code of Ethics and Standards of Conduct that requires CFP® professionals to uphold the principles of integrity, objectivity, competence, fairness and confidentiality. We make a commitment to put our clients’ interests first at all times, when providing financial advice.
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About Joel Barretto, CFP®
A native of the Philippines, Joel Barretto, CFP® migrated to the United States in 1987 and started his financial planning career with IDS American Express in 1991. He founded Abacus Financial Network (AFN), an independent boutique financial advisory firm, based in Irvine, California U.S.A. in 1999, and earned his Certified Financial Planner™ designation in 2005.
After almost 25 years in the financial services industry, Joel decided to return to the Philippines with an advocacy for financial literacy among Filipinos where he published his book on wealth accumulation in 6 easy steps entitled “Common Centimos.”
Realizing the necessity for competent and ethical cross-border wealth management solutions for U.S. taxpayers living abroad and high net worth nationals in the APAC region, Joel decided to re-establish the Abacus name in the Philippines while maintaining his roots in the U.S.A.
Abacus Wealth International (AWI) is a fee-based California Registered Investment Advisor (RIA) fiduciary, specializing in cross-border tax savings, retirement, investment and estate planning for American taxpayers living abroad and high net worth multi-national families in the eastern hemisphere.