Freelancer profile translated to English.

Description

Finance & Wealth Consultant | Audit – Financing – Executives

Independent wealth and financing consultant, I assist individuals and executives in their high-stakes financial decisions: wealth audit, credit assessment, tax optimization, and financing structuring.

Former banking executive (branch management) and specialized wealth advisor at BRED Banque Populaire and Allianz AEC, I offer an expert, fast, and independent perspective.

My goal: to secure your decisions, avoid costly mistakes, and save you time.

Why contact me

- +10 years of banking & consulting experience

- Clear and immediately actionable approach

- Short, high-value-added missions

Languages

French
Native or bilingual
English
Conversational

Workplace preferences

Can work on-site

Le Havre (up to 50km)

SAS Label'épargne
President
BANKING AND INSURANCE
June 2025 - Today (1 year)
Le Havre, France
Creation and management of an independent wealth management firm
Strategic consulting for individuals, executives, and business owners
Client relationship management from wealth audit to solution implementation
Supervision of regulatory compliance (CIF / COA / MIOBSP / IAS)
Conducting personalized wealth audits with actionable recommendations
Support for executives on:
status choice
remuneration / dividend arbitration
retirement planning
Analysis and restructuring of existing investment portfolios
Coordination with notaries, accountants, and banking partners
Wealth Audit & Strategic Consulting Tax Optimization for Executives and Individuals Wealth Management & Asset Allocation Retirement & Insurance Strategies Strategic Consulting for Executives
Gaia BP Invest
President of Sasu - Gaia BP Invest
BANKING AND INSURANCE
June 2025 - Today (1 year)
Le Havre, France
Creation and management of a mortgage brokerage company
Assistance to individuals and professionals in their financing projects
Analysis of the financial and banking feasibility of applications
Mortgage brokerage (primary residence, rental property, SCI)
Optimization of financing arrangements
Professional loans and executive financing
Review and securing of loan offers
Financing Structuring and Optimization Strategic Consulting for Executives Financing Mortgage Brokerage Financing for Executives and Self-Employed
Allianz AEC
Specialized Wealth Advisor
BANKING AND INSURANCE
January 2024 - June 2025 (1 year and 5 months)
Le Havre, France
Wealth management support for individual clients, executives, and business owners
Global analysis of financial, tax, and wealth situation
Personalized advice on savings, retirement, insurance, and estate planning
Monitoring and development of a client portfolio
Wealth audit and analysis of client objectives
Life insurance and long-term savings solutions
Individual and professional retirement planning
Insurance and executive protection
Asset allocation and wealth diversification
Asset Allocation & Long-Term Investments Wealth Management & Asset Allocation Retirement & Insurance Strategies Tax Optimization for Executives and Individuals Wealth Audit & Strategic Consulting

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Professional Insurance Level 1 - Credit Directive
professionnelle assurance niveau 1 Directive du crédit
Master's Degree in Wealth Engineering
IAE CAEN
Maîtrise Ingénierie Patrimoniale

Validation by the Financial Markets Authority
CFPB
2014

Bastien Ponce

Financial Investment Advisor / Independent Financial Advisor

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