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Arnaud FrançonAF

Arnaud Françon

Wealth Management Advisor

€150/day
Anglet, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Arnaud

Do you have projects, challenges, that require financial anticipation?

Do you want to make the best possible choices for your savings? Your assets?

Let's define your goals together, optimize your resources, and be guided towards the right financial decisions to achieve your aims...
  • French

    Native or bilingual

Can work on-site
Anglet (up to 50km), Bordeaux (up to 50km), Paris (up to 50km), Ajaccio (up to 50km), Lyon (up to 50km)

Experience

  • PLUS IN
    Financial and Real Estate Investment Advisor
    CONSULTING AND AUDITS
    March 2020 - Today (6 years and 3 months)
    Biarritz, France
    Am I eligible for the service 🤔

    Yes! Regardless of your income, savings, or asset level, or your ability to save. I want to democratize access to wealth management advisor services because it is a profession that serves people and their projects, beyond the assets already held.

    My support in several steps 🎲

    🏹 Discover your life goals and precise definition of each

    ⏳ Analysis of your resources, your asset situation, and your financial security threshold

    🧬 Optimization of your situation and implementation of new levers

    🛎 Search for tailor-made financial and/or real estate solutions 🪡

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Education

  • MIA - Insurance Agent and Intermediary
    JURISCAMPUS
    2020
  • MIOBSP - Banking and Placement Services Operations Agent
    JURISCAMPUS
    2020

Skill set (11)

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