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Guillaume HobayaGH

Guillaume Hobaya

Wealth Management - CIF / Broker

€250/day
Paris, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Guillaume

Independent Financial Investment Advisor
INOVEA Network
Website: http://guillaumehobaya.fr

According to an IFOP survey in 2016, 85% of savers say they have no financial and budgetary education. Consequently, too many French people save without a real strategy.

Yet the needs are multiple and the objectives specific to each person: generating additional income for retirement, reducing taxation, anticipating the financing of children's studies, preparing for transmission, building wealth, optimizing the return on bank savings...

If you want to learn more about your personal finances, contact me!
  • French

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • INOVÉA
    Financial Investment Advisor
    June 2023 - Today (3 years)
    Life insurance
    3 different contracts / 1 Luxembourg contract

    SCPI
    14 different income SCPIs / 1 Tax SCPI

    Tax reduction
    Social Solidarity Savings / FIP-FCPI / Private Equity / Industrial Girardin

    Retirement
    3 different contracts

    Employee Savings
    2 different contracts

    Diversification
    Forest Group Wine Portfolio / FIA Private Equity
    Wealth Assessment Life Insurance PER Tax Optimization Diversification Strategy Employee Savings Retirement Savings

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Education

  • Professional Bachelor's Degree in Accounting and Management Professions, Management Control Track
    IUT de Sceaux
    2019
    Licence professionnelle Métiers de la Comptabilité et de la Gestio, Parcours Contrôle de Gestion
  • Master of Business
    EDC Paris Business School
    2021
    Master 2 (M2), MBA - Spécialité Corporate Finance

Skill set (22)

Categories

  • Other