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 11 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.
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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