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Antoine PilletAP

Antoine Pillet

Financial Investment Advisor

€630/day
Château-Gontier, FR
0-2 years
Wealth Management
Financial Advice
Tax Optimization
Cash Flow Optimization
Financial Investments

Average response time: 1 hour

Freelancer profile translated to English.
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About Antoine

I help individuals and business leaders develop complementary income and make available cash work for them.

Do you think you pay too much in taxes? I help you reduce your tax burden.

  • French

    Native or bilingual

  • English

    Conversational

  • Spanish

    Conversational

Can work on-site
Château-Gontier (up to 50km), Angers (up to 20km), Rennes (up to 20km)

Experience

  • Antoine Pillet
    Wealth Management Advisor
    CONSULTING AND AUDITS
    October 2023 - Today (2 years and 8 months)
    France
    Expert in wealth strategy | Personalized support to grow and protect your assets: investments, taxation, inheritance.

    Are you a business leader?
    - I help you find the best solutions to implement employee savings plans and increase your own remuneration
    - I make your available cash work for you
    - I reduce your tax burden
    Employee Savings Supplementary Pension Complementary Income
  • INOVEA
    Financial Education Ambassador
    May 2023 - November 2023 (6 months)
    France
    Financial Education Ambassador | I demystify wealth management to help you make the right decisions with confidence and peace of mind.
  • E. Leclerc
    Department Manager
    December 2017 - March 2023 (5 years and 3 months)
    Nanterre, France
    My retail experience has shaped me: customer listening, financial analysis, personalized advice. I transpose these qualities into financial consulting.

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Education

  • AMF Examination IAS Level 2 - Insurance Intermediary Financial Investment Advisor • - CIF IOBSP Level 1: Intermediary in banking operations and payment services
    Examen de l'autorité des marchés financiers IAS Niveau 2 - Intermédiaire en Assurances Conseil en Investissement Financier • - CIF IOBSP Niveau 1 : Intermédiaire en opérations de banque et en services de paiement
  • Professional
    Grenoble IAE
    2016
    professionnelle
Check out Antoine's education

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