Freelancer profile translated to English.

Description

🚀 Financial Investment Consultant / Democratizing Your Wealth

Tired of elitist financial advice? My role is to bring things back to basics: transforming your savings capacity into a powerful engine for your personal goals.

I offer tailor-made financial advice and support to help you:

✅ Build solid wealth.

✅ Grow your assets by optimizing your investments.

✅ Protect your achievements and your family.

My approach: Simple, transparent, and focused on your projects / your goals 🎯.

I activate your essential wealth management levers for a coherent strategy:

- use your savings capacity to prepare for a project (real estate acquisition, financing a project,✈️, 🏡)

- use your tax pressure to diversify your assets 💸

- protect your loved ones through wealth transfer 🪦

- anticipate your retirement or dependency 👩‍🦼‍➡️👨‍🦳

- improve your lifestyle. 🏖️

How do I work? I am part of a network of independents who provide me with all the tools to meet your needs and give me access to quality investments.

👉 Ready to turn your savings into wealth?

Contact me for a no-obligation initial discussion.

Let's define together the strategy that will put your wealth at the service of your life, and not the other way around.

n° orias 25006537

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Marseille (up to 50km)

MACSF
Wealth Management Specialist
BANKING AND INSURANCE
September 2023 - April 2024 (7 months)
Marseille, France
I performed wealth assessments and provided investment support within the institution.
Wealth assessment Financial investments
Crédit Coopératif
Private Client Advisor
BANKING AND INSURANCE
August 2024 - March 2025 (7 months)
Marseille, France
Management of private client accounts and wealth assessments: advice on personal insurance, consumer and real estate credit, financial savings, tax optimization.
Wealth assessment Financial investments
bnpparibas
Wealth/Affinity Advisor
BANKING AND INSURANCE
September 2022 - July 2023 (10 months)
Mont-de-Marsan, France
Management of private wealth client accounts:
- Wealth assessments
- Tax optimization
- Investment
- Real estate and consumer credit
Wealth management Financial investments Tax optimization