Fee only independent financial planning
I started working as an independent financial advisor in 2004, after a brief experience in the banking sector. I offer financial planning using all types of investments, including stocks, bonds, currencies, insurance, pension funds, and precious metals. I don’t have any ties to banks or intermediaries, as I am paid only by the client through a fee.
I offer much financial education with my services, organizing webinars and writing newsletters for my clients, as I believe that the client must understand the opportunities and risks of every investment in order to decide serenely.
New clients may contact me for a chat to see if my consulting style fits them, without any cost or obligation thereafter. Eventual fees are communicated beforehand so there are never any surprises.
Click here to have a chat with me or to be invited to my next webinar. It’s also possibile to receive a pre-analysis of your actual investments, free of charge.
Let me introduce myself
Educatore Finanziario certificato AIEFEducazione Finanziaria a Scuola 2020
Docente Task Force Donne al Quadratodi Global Thinking Foundation in collaborazione con ASSIOM FOREX
CFI AdvisorsSocietà di consulenza aziendale specializzata in corporate finance.
I was born and raised in Canada, until I came to live in Italy in 1987.
After obtaining a degree in Economics, and a brief work experience, I specialized in portfolio management at the S.D.A. “L. Bocconi” in Milan in 1998.
I then worked for many years as an educator in the financial and investment sector, working also as an assistant at the Free University in Bozen, Italy.
After a brief experience in a bank, in 2004 I was among the first in Italy to become an independent financial advisor.
I have worked for years with many journalists during the years, on articles appearing on financial media like “Plus” Il Sole 24 Ore, and with Le Fonti TV. Since 2018 I am a volunteer financial educator with the project “Donne al Quadrato” of the Global Thinking Foundation.