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Alexandre Caviale-DelzescauxAC

Alexandre Caviale-Delzescaux

Financial Investment Executive Coaching

€850/day
Lyon, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Alexandre

Independent consultant, I support companies with significant cash flow in their investment and financial structuring decisions, when the stakes go beyond a simple return logic.

I undertake missions with a high level of demand, where legal security, asset consistency, and decision traceability are crucial.

My approach is based on an in-depth asset audit, analysis of economic and extra-financial objectives, precise qualification of the saver profile, and rigorous verification of the suitability of the proposed solutions.

The entire process is formalized, documented, and secured in accordance with the requirements of the Autorité des Marchés Financiers, to enable informed decision-making, whether or not it leads to an investment.

This deliberately demanding framework is for clients who are looking for:

independent expertise,
a robust methodology,
responsible long-term support.

My intervention is compensated by clearly defined fees in a letter of engagement.
  • French

    Native or bilingual

Can work on-site
Lyon (up to 50km), Besançon (up to 50km), Paris (up to 50km), Aix-en-Provence (up to 50km), Toulouse (up to 50km)

Experience

  • EI CAVIALE-DELZESCAUX
    INSURANCE OPERATIONS INTERMEDIARY
    BANKING AND INSURANCE
    July 2022 - Today (3 years and 11 months)
    Besançon, France
    I support you in protecting what matters most: your health, your income, and your future.
    I design personalized health, protection, and retirement solutions, tailored to your situation and life projects.
    Independent and with you in the long term, I help you secure today and prepare for tomorrow with peace of mind.
    Finance stock market S&P 500 EUROSTOXX600 MSCI WORLD
  • EI CAVIALE-DELZESCAUX
    FINANCIAL INVESTMENT ADVISOR
    BANKING AND INSURANCE
    January 2026 - Today (5 months)
    Besançon, France
    I assist my clients in structuring and optimizing their financial investments.
    I analyze my clients' asset situation, objectives, and risk profile to provide adapted and regulated recommendations.
    My role is part of an independent, transparent approach that complies with AMF requirements.

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Education

  • LAW ECONOMICS BUSINESS MANAGEMENT (DESS)
    SOCIAL SCIENCES TOULOUSE
    2002
    DROIT ECONOMIE GESTION DES ENTREPRISES (DESS)
  • Certification
    AMF
    2026
    Certification

Skill set

Categories