Freelancer profile translated to English.
Back to original languageAbout Emmanuel
I am a wealth management advisor, with a MASTER's degree in tax transmission and optimization.
My firm, located in Génissieux (26750), offers consulting services to individuals and businesses to assist them in creating and managing their assets, preparing for retirement, tax optimization, utilizing dormant company cash in low-yield accounts, etc...
The first meeting is free and can provide you with answers. Subsequently, tailored advice, or even an asset assessment, are charged but are reimbursed if we choose the asset solutions together.
With almost all available market solutions (life insurance, new and existing real estate, SCPI, OPCI, high-yield investment opportunities…), I remain very objective regarding the recommended solutions, without risk of conflict of interest.
French
Native or bilingual
English
Conversational
Can work on-site
Génissieux (up to 50km)
Experience
- SEPIA InvestissementWealth Management AdvisorCONSULTING AND AUDITSMay 2018 - Today (8 years and 1 month)Génissieux, FranceWealth management consulting - retirement planning - tax optimization - Real Estate and Financial Investment
- Ufifrance patrimoineWealth Management AdvisorBANKING AND INSURANCEJune 2017 - December 2017 (6 months)
- Crédit Agricole Sud Rhône AlpesBank AdvisorBANKING AND INSURANCEJanuary 2017 - June 2017 (5 months)
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Education
- MASTER (bac+5) Specialization in Tax Transmission and OptimizationJURSICAMPUS2017
Skill set (16)
Categories
- Other