About Axel
French
Native or bilingual
Experience
- FinaryxFinancial and Wealth ConsultantCONSULTING AND AUDITSJanuary 2024 - Today (2 years and 6 months)Clermont-Ferrand, FranceDedicated financial consultant at Finaryx, I offer 100% personalized and educational support to help individuals, freelancers, and small businesses regain control of their treasury, budget, and wealth, with complete autonomy and independence.Main mission: to democratize modern, serene, and efficient financial management, based on practical tools and accessible training (without personalized investment advice or AMF accreditation). I support my clients via videoconference, unlimited email/chat, and calls, with a clear objective: to empower them to take charge of their financial future.Key services provided:Comprehensive wealth and financial audits (global analysis, identification of budget leaks, cash flow optimization).Development of personalized monthly cash flow plans and long-term forecasts.In-depth thematic training: retirement planning, next-generation real estate, gold/precious metals, renewable energies, blockchain/Web3, Bitcoin, boosted savings accounts, low-cost international transfers.Ongoing follow-up via subscriptions (Essential, Serenity, Prestige): monthly videoconferences, priority responses, objective tracking, and continuous adjustments.One-off offers: contract optimization, specific audits, retirement plans.Client results: significant monthly savings, better anticipation of unforeseen events, intelligent wealth diversification, reduced bank dependency, and above all, increased financial serenity and autonomy.This experience reinforces my expertise in alternative treasury management, educational financial literacy, budget/cash flow optimization, support towards wealth sovereignty, and savings solution innovation – ideal for freelance consulting missions in personal finance or for SMEs.
- Elite PatrimonialeWealth Asset Manager and ManagerPRIVATE EQUITYJanuary 2018 - Today (8 years and 6 months)Clermont-Ferrand, FranceFounder and manager since 2019 of an innovative civil wealth management company, created to democratize access to wealth investment within a transparent and independent civil framework.The company is open to individuals and businesses wishing to pool their capital, with full autonomy and without bank intermediation or external interference.Personalized support for partners in achieving their wealth and financial goals, giving them access to savings and investment solutions traditionally reserved for institutions (often at high costs).Design and implementation of innovative investments, particularly internal savings accounts offering higher returns than traditional bank accounts.Active promotion of individual financial sovereignty: reducing dependence on banks through pooled, efficient, and cost-controlled tools.Complete management of the company (administration, partner relations, wealth optimization, annual reporting), with a strong commitment to sustainable development and member autonomy.
- WewisePhotovoltaic Maintenance and ManagementENERGY AND UTILITIESNovember 2023 - December 2024 (1 year and 1 month)Nantes, FranceI have performed maintenance operations on professional photovoltaic installations: inverter repair, replacement of defective solar panels, in-depth diagnostics (electrical via multimeter). Optimization of energy production, minimization of downtime on sites. Monitoring software for accurate reports.
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Education
- Master's Equivalent in Wealth ManagementBusiness School of Toulouse2021Les actifs patrimoniaux, les produits d'investissement et leur risque, les profils clients, la réglementation
- Professional Bachelor's Degree in Industrial Maintenance and AutomationIUT Lyon 12018Maintenance industrielle et automatisme