Freelancer profile translated to English.
Back to original languageAbout Loïc
I am Loïc, a wealth management advisor.
I practice independently in Rennes (Ille et Vilaine) and also remotely.
Whether it's for a one-off consultation on a specific objective or a comprehensive review of your overall situation, save time and optimize your assets by calling on a specialized professional in finance, law, taxation, real estate, credit, and family protection with the various skills of our team.
What I can offer you:
📍A wealth assessment of your current situation
📍Targeting your goals and priorities
📍Our recommendations to help you achieve your goals
📍Administrative aspects: we facilitate the process by supporting you throughout the various steps.
Here are some examples of what we can offer you (if it suits your situation, of course):
✔ Develop your assets: new or old FURNISHED ACCOMMODATION, PINEL, DIVIDED OWNERSHIP, SCPI, with a focus on the possible characteristics of acquisitions: direct, in SCI or in SARL...;
✔ Diversify or secure your savings while protecting loved ones: French or Luxembourgish LIFE INSURANCE, Securities account, PEA...;
✔ Prepare and guarantee your retirement: PER;
✔ Integrate the business owner dimension: Individual provident insurance, Key person guarantee, PEE PERCO... ;
French
Native or bilingual
Can work on-site
Rennes (up to 50km)
Experience
- VIA La Plateforme Patrimoniale - RennesFounder Manager || Wealth EngineerFebruary 2022 - Today (4 years and 4 months)Rennes, France✔️ Tax optimization of your income tax or IFI ✔️ Real Estate: Furnished rentals (new or old), Malraux, SCPI, SCI, ... ✔️ Management of your savings: Life insurance, Capitalization contract, PEA or Securities Accounts ✔️ Luxembourg contracts and Lombard loan for better leverage ✔️ Implementation of your Retirement Savings Plan (retirement and income tax reduction) ✔️ Support in your financing ✔️ Provident and family protection contract ✔️ Wealth structures (SCI, family SARL) and estate optimization.
- AFR : Acteurs de la Finance ResponsableMember of AFR: Responsible Finance ActorJanuary 2022 - Today (4 years and 5 months)
- Groupama Loire BretagneStrategic AnalystOctober 2015 - October 2021 (6 years)Rennes, FranceCarrying out cross-functional missions aimed at informing the company's development strategy.
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Education
- DU Wealth Management AdvisorUniversity of Rennes 12021DU Conseiller en Gestion de Patrimoine
- Master 2 (M2), Econometrics and Quantitative EconomicsUniversity of Rennes I2005Master 2 (M2), Économétrie et économie quantitative
Skill set (14)
Categories
- Other