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Ag PatrimoineAP

Ag Patrimoine

Wealth management advisor

€127/day
Lyon, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Ag

ATTENTION consultations are totally free, do not hesitate to contact me. See you soon

I do wealth management consulting and personalized financial advice

free support
  • French

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • ifb france
    Wealth management advisor
    October 2025 - Today (8 months)
    your wealth management advisor in partnership with ifb France
    free consultation and support
    Wealth management advice free support Business taxation Individual taxation
  • ifb france
    Wealth management advisor
    BANKING AND INSURANCE
    October 2025 - Today (8 months)
    your wealth management advisor and financial advisor, free support for all types of professional or non-professional profiles

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Education

  • Master's degree in FINANCE
    BUSINESS SCHOOL
    2025

Skill set

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