About Augustin
French
Native or bilingual
Experience
- EI Augustin FERRIEREWealth Management AdvisorBANKING AND INSURANCESeptember 2025 - Today (11 months)Toulouse, FranceAssisting individuals and professionals in structuring, optimizing, and valuing their assets. Advice on life insurance, PER (retirement savings plan), asset allocation, retirement planning, and transmission strategies.Conducting comprehensive wealth analyses, preparing balance sheets, and providing investment recommendations tailored to each client's objectives and risk profile. Monitoring contracts and their performance over time, with personalized support and clear, educational reporting at each stage.
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