Freelancer profile translated to English.

Description

Looking for a trusted partner who can guide you through your projects in an educational and transparent manner? Unsure how to invest your savings? Investments? Real estate? Seeking to build a supplementary income or a precautionary savings? Which solution will be most suitable for your current and future situation? Let's discuss your objectives first, which will allow us to work on the most adapted solutions to ensure a serene future. See you soon. David

I also assist bankers, brokers, financial advisors, and individuals who wish to develop their own wealth consulting firm, develop a complementary activity, or initiate a career change in financial education.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

DBI Patrimoine
Wealth Consultant / Financial & Real Estate Investment Advisor
BANKING AND INSURANCE
July 2019 - Today (6 years and 10 months)
Sucé-sur-Erdre, France
Wealth Management Advisor and passionate entrepreneur, I assist individuals, executives, and entrepreneurs in structuring, optimizing, and developing their assets.
My role: to provide a global, technical, and independent vision to enable you to make the best financial, tax, and wealth management decisions.

After more than 6 years of experience in investment, finance, and tailor-made support, I founded DBI Patrimoine, a firm based near Nantes. We intervene for both private projects (preparing for retirement, reducing taxes, diversifying investments, protecting family) and professional projects (investing company cash, structuring a real estate company, optimizing executive compensation, business transfer).

My added value:

A 360° approach integrating taxation, finance, real estate, and insurance.

Diversified solutions: Life insurance, Luxembourg contracts, retirement savings plans (PER), real estate investment trusts (SCPI), Private Equity, crowdfunding, real estate club deals (Malraux, LMNP, SCI IS, OBO).

Clear pedagogy and total transparency on the proposed choices.

Long-term support, with regular monitoring and adjustments adapted to the changes in your life and the economic climate.

Furthermore, I am the president of the business club Lux & Invest, which brings together entrepreneurs and players in luxury, leisure, and investment. This experience strengthens my network and allows me to offer my clients access to exclusive opportunities.

My objective is simple: to help you transform your projects into sustainable wealth successes, whether you are an individual looking to secure your future or a business owner seeking to optimize your professional and personal assets.
Wealth Management Wealth Advisory Financial Investment Advisory Investment Advice Wealth Strategy
INOVEA
FILIANSE Program Consultant
CONSULTING AND AUDITS
March 2020 - Today (6 years and 3 months)
Nantes, France
I assist entrepreneurs and career changers in developing their own financial consulting business, through my partnership with INOVEA and the Filianse program.
My role is to provide a structured framework, powerful tools, and human support to enable each project leader to build their professional independence, while benefiting from a proven model.

Specifically:

Initial and ongoing training in finance, investment, and taxation, adapted to each level.

Provision of digital tools, a complete back-office, and regulatory compliance (CIF, IAS, IOBSP, carte T).

Mentoring and individual coaching to develop one's network, structure one's offer, and build a solid client base.

A collaborative program, Filianse, designed to foster skill development, experience sharing, and teamwork.

This ecosystem is a real opportunity for those who wish to:

Change careers into a promising and high-value profession.

Develop a complementary activity in finance and investment.

Rely on a strong national brand (INOVEA), while maintaining local entrepreneurial autonomy.

My goal is to pass on my experience, share best practices, and provide the keys to success in this demanding but exciting profession. With step-by-step guidance and a clear strategy, anyone can create their wealth advisory business, generate sustainable income, and contribute to their clients' financial success.
Wealth Management Wealth Management Services Wealth Strategy financial advisor training become a financial advisor