Freelancer profile translated to English.

Description

Are you looking for a property or already in the process of signing a preliminary sales agreement? I will help you with the setup and preliminary study of your file and advise you on the best rate and which bank to approach. My study will save you costly brokerage fees, or worse, loan rejection if your file is not compliant.

I study all types of projects: Principal Residence acquisition or rental project to generate additional income.

Second lever:

Tax optimization, management of your cash or boosting your stock portfolio. Are you concerned about protecting your family, worried about the transmission of your assets and wealth? You are in the right place, I will provide you with an in-depth wealth assessment and suggest the most suitable solutions for your situation.

Looking forward to reading from you and answering your questions.

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

Lyon (up to 50km), Miribel (up to 50km), Bourg-en-Bresse (up to 30km)

Freelance
Freelance consulting
January 2026 - Today (5 months)
Lyon, France
Consulting in the management and development of financial and/or real estate assets.
Helping you build a project and transmit it.
Project management
La Banque Postale
Premium Advisor
PUBLIC SECTOR
May 2018 - May 2022 (4 years and 1 month)
BNP PARIBAS
Wealth management
BANKING AND INSURANCE
March 2015 - May 2017 (2 years and 2 months)
Chambéry, France