Freelancer profile translated to English.
Back to original languageAbout Yann
Independent financial investment advisor registered with ORÍAS under number 21007845, I offer my advice and support you in implementing solutions tailored to your needs, such as:
- Retirement planning,
- Growing your savings,
- Building savings,
- Transferring your assets or company,
- Optimizing your tax situation,
- Protecting yourself and your loved ones,
- Various investments like cryptocurrency, real estate, stocks, etc.
Whether you are an individual or a professional, I will be your primary point of contact and will guide you in an independent, personalized, and professional manner.
French
Native or bilingual
English
Fluent
Can work on-site
La Roche-sur-Yon (up to 50km)
Experience
- Yann PenaudIndependent Financial Investment AdvisorCONSULTING AND AUDITSSeptember 2021 - Today (4 years and 9 months)Angers, FranceI provide all my expertise in realizing your projects and optimizing your assets. The goal is to help you better manage your money and assets to make them grow and/or transfer them.
- Viager Consulting GroupInvestment ConsultantREAL ESTATEJune 2017 - September 2021 (4 years and 3 months)Nantes, France• Sale of properties with life annuity, deferred sale, bare ownership,• Appointments, visits, preparation of documents for the signing of the authentic deed.
- A mon compteFinancial Optimization Consultant for Businesses (VSEs) and IndividualsCONSULTING AND AUDITSJune 2015 - September 2017 (2 years and 3 months)Nantes• Assistance in business creation: choice of legal form, status, business plan, cash flow plan...• Support for managers: financial advice, strategic development,• Implementation of a marketing plan for an SME,• Optimization of profitability and revenue growth,• Improvement of cash flow monitoring through the implementation of a dashboard,• Implementation of a wealth management strategy with control tools,• Accounting for several small structures, monthly reporting.
Recommendations
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Higher Education Diploma in Management & Business OrganizationCefco Geneva2015Finances, Ressources humaines, Stratégie, Marketing
- ACCA (Association of Chartered Certified Accountants)Dublin School2011Comptabilité et fiscalité Anglo saxon
Certifications
- AMFJuriscampus2021
- IOBSPJuriscampus2021