Freelancer profile translated to English.
Back to original languageAbout 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
- INOVÉAFinancial Investment AdvisorJune 2023 - Today (3 years)Life insurance3 different contracts / 1 Luxembourg contractSCPI14 different income SCPIs / 1 Tax SCPITax reductionSocial Solidarity Savings / FIP-FCPI / Private Equity / Industrial GirardinRetirement3 different contractsEmployee Savings2 different contractsDiversificationForest Group Wine Portfolio / FIA Private Equity
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Education
- Professional Bachelor's Degree in Accounting and Management Professions, Management Control TrackIUT de Sceaux2019Licence professionnelle Métiers de la Comptabilité et de la Gestio, Parcours Contrôle de Gestion
- Master of BusinessEDC Paris Business School2021Master 2 (M2), MBA - Spécialité Corporate Finance
Skill set (22)
Categories
- Other