ABOUT ME
Who I Am
I’m a passionate and dedicated Financial Advisor committed to helping individuals and families manage their finances with clarity and confidence. For me, financial advising goes far beyond investment strategies—it’s about truly understanding my clients’ dreams, aspirations, concerns, and goals, and translating them into actionable plans within a complex financial system.
Having personally experienced the challenges of international relocations and cross-border financial management, I specialize in assisting people moving to Italy from abroad or Italians living overseas.
My mission is to simplify the lives of those building a new reality in Italy or returning after years abroad, offering support to make their journey smoother and more accessible.
I work on a fee-only basis
I work on a fee-only basis, meaning there are no conflicts of interest tied to selling specific products. This ensures that my advice is 100% aligned with my clients’ goals.
I partner with a forward-thinking, client-focused bank that provides me with cutting-edge tools and resources to navigate the financial system effectively.
If you’d like to start this journey together or have questions you’d like to discuss, contact me for a free introductory call!
MY STORY
Pragmatism and Efficiency
Empathy and Confidentiality
Your story is safe with me!
To support you effectively, I need to understand your financial situation and goals. I deeply respect the trust my clients place in me when sharing their stories, dreams, and concerns.
I handle every situation with the same care and confidentiality I apply to the financial strategies I create.
Pragmatism and Efficiency
After carefully listening to your needs, I turn your ambitions and concerns into actionable, concrete solutions.
Together, we’ll find the most effective and practical way to achieve your goals. Time is valuable, and I’ll make sure we use it wisely.
Transparency in Costs
My fees are clear and transparent
I work on a fee-only basis, earning a percentage of the assets I manage, without receiving commissions tied to specific products. This ensures we can select the best tools on the market that align with your goals.
You’ll always have full visibility over costs at every stage of our collaboration.
Professionalism and Expertise
I’m registered with the OCF (Organismo di Controllo dei Consulenti Finanziari, the Italian regulatory authority responsible for supervising and maintaining the official register of financial advisors), hold a Master’s in Economics and International Policies, and have completed Level 1 of the CFA certification. I continually update my skills, but I also recognize the vast and complex nature of the financial world.
When needed, I leverage the expertise of the bank’s expert team and other specialists to address specific issues and provide a comprehensive service.