Freelancer profile translated to English.
Back to original languageAbout Félix
WHO I AM
Independent wealth management advisor based in Bordeaux, I left nuclear engineering (EPR Flamanville, international projects) to focus on personal and entrepreneur finance.
My mission: democratize wealth management and make it accessible, transparent, and effective.
MY APPROACH
✅ Radical transparency: I tell you exactly how I am compensated (fees for products subscribed)
✅ Simplification: zero jargon, everything is clearly explained
✅ Tailor-made: each situation is unique, each recommendation too
✅ Independence: no ties to a bank or insurer, I recommend what is TRULY suitable
FOR WHOM?
👔 Self-employed & Freelancers: tax strategy, social protection, diversification
🏢 Business owners: optimized compensation, transfer, private/business assets
👥 Individuals: savings optimization, retirement planning, real estate projects
MY DIFFERENCE
Former engineer accustomed to rigor and complex project management, I apply the same methodology to wealth management: analysis, strategy, execution, follow-up.
No corporate speak. No miracle products. Just concrete solutions adapted to YOUR situation.
French
Native or bilingual
English
Conversational
Can work on-site
Bordeaux (up to 50km)
Experience
- FELIX MARTINWealth Advisor | Tax Optimization & InvestmentsPRIVATE EQUITYJuly 2025 - Today (11 months)Bordeaux, FranceFormer nuclear engineer turned independent wealth advisor. I support individuals, self-employed professionals, and executives in optimizing their assets with complete transparency. Accessible advice, no jargon, concrete results.
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Education
- ORIAS II (Financial Investment Advisor)Premium académie2025
- Up-to-date regulatory trainingORICA2026
Certifications
- ORIAS IIORIAS