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Reviewed by Pikasho Deka for Readers' Favorite
Compared to the US, the number of certified financial advisors in Spain is sparse, as 90% of the money in Spain is managed through banks, with only 6% overseen by financial advisors. Peter Dougherty has over twenty years of experience as a bonds specialist at investment banks and is one of the very few certified American financial planners in Spain. European advisors often struggle to navigate the intricacies involved with the financial management of Americans. In The Dougherty Code: Secrets of Financial Planning in Spain Revealed, the author shares his knowledge in the field to help all kinds of investors involving different levels of net worth portfolios with financial planning in Spain. Dougherty seeks to help you plan your retirement by developing a savings and investment plan with periodic reviews. With this book, he delves into the numbers while acknowledging factors such as inflation, earnings, and life expectancy.
The Dougherty Code offers readers a thorough overview of the players, financial management overseeing bodies, and the American diaspora living in different parts of Spain. You will get a deep evaluation of risk management, ratio analysis, the metrics approach, and much more. Peter Dougherty also gives readers an inside look into the BISSAN Wealth Management firm and its practices. Readers will learn about how taxation works in Spain for Americans related to investments and returns. Dougherty emphasizes there is no "one-size-fits-all" financial solution and that each client has unique needs and wants. I liked the fact that even the technical aspects of financial management and planning are presented in an accessible writing style to ensure all readers can easily understand the topic at hand. Overall, I found this to be a well-researched book that is bound to help readers plan their financial future. Highly recommended.