Freelancer profile translated to English.

Description

Tired of yourbankneglecting you? Do you want a real **tailor-made wealth strategy**?

I will help you organize your savings to put your money to work for your life goals.

I am amortgage brokerand **financial investment advisor**. I help you achieve your life goals (retirement, travel, children's education, renovations, tax optimization) with a coherent and clear wealth strategy.

Using a fun, innovative, and modern application, I explain the basics of organizing and optimizing savings and understanding how financial markets work to help you make the right choices.

I also specialize in financing for investment.

Invest bank money to build your wealth!

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Saint-Étienne (up to 50km)

Solea courtage et patrimoine
Financial Investment Advisor
CONSULTING AND AUDITS
January 2023 - Today (3 years and 5 months)
Saint-Étienne, France
Achieve your dreams with all the levers at your disposal.
Optimize - Invest - Enjoy!
Investment Consulting Tax Optimization Life Insurance Wealth Management
Solea courtage et patrimoine
Mortgage Broker and Professional Financing Agent (MIOBSP)
November 2022 - Today (3 years and 7 months)
Saint-Étienne, France
I speak the same language as the banks to get you the best financial package for your real estate purchase.
Mortgage Brokerage
BXL DEVELOPPEMENT
Administrative and Financial Manager
January 2021 - April 2022 (1 year and 3 months)
Saint-Étienne, France

- Administrative management of 6 bars in Saint-Etienne, Roanne, and Villefranche sur Saône
- Restoration of administrative management following COVID closures
- HR management
- Accounting and budget monitoring
- Communication development
- New project development
- Search for financial aid