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About
Meet your advisor
My name is Francesco Paese, I am a financial advisor born in 1969. I hold a degree in Economics of International Trade and Currency Markets. Outside of my professional life, I am married to Gabriella, and a father to three children: Giulia, Elena and Luca.
Meet your advisor
My name is Francesco Paese, I am a financial advisor born in 1969. I hold a degree in Economics of International Trade and Currency Markets. Outside of my professional life, I am married to Gabriella, and a father to three children: Giulia, Elena and Luca.
“The definition of a fool is someone who does the same thing over and over again expecting different results.”
Albert Einstein
My Guiding Principles
- To approach my work as a Financial Advisor with passion and dedication.
- To listen attentively and communicate simply and effectively.
- To embrace continuous learning, always eager to gain new knowledge for the ultimate benefit of my clients.
These principles represent the key to my success. My clients recognize me as a professional with whom they can openly, clearly, and collaboratively discuss all aspects of their wealth.
My services
I provide clients with support in the integrated management of their personal and family assets, both personally and in collaboration with a team of specialists who support me when addressing complex cases.
My professional journey
My professional journey began in 1996 at Banco Ambrosiano Veneto, where I served in the Securities Department at its Central Directorate in Milan.
From 1999 to 2001, I was with Banca Intesa, focusing on wealth management and holding the position of Deputy Director.
In 2001 I transitioned to independent Financial Consulting, registered with the Italian Register of Financial Advisors (OCF) and immediately partnered with Fideuram – Intesa Sanpaolo Private Banking Spa.
Since 2007, I have concurrently taken on the role of Group Manager, overseeing the coordination and onboarding of new private bankers.
My Academic and Collaborative Activities
Since 2008, I have collaborated with various Universities of the Third Age (UNITRE), including those in Pecetto, Santena-Cambiano, Pino Torinese and Villastellone. My aim has been to promote financial literacy, particularly on strategic topics such as wealth management and intergenerational wealth transfer.
Since 2009, I have also taught at several schools as part of the “Economic@mente” Project, promoted by Anasf (Associazione Nazionale Promotori Finanziari) (National Association of Financial Advisors).
Certifications
Financial Advisor at
Università Cattolica
Milan — 2019
Wealth
Management&Advisory
London – 2005
Executive Course SDA Bocconi “Advanced Training for Financial Advisors and Wealth Managers”
Milan — 2003
Degree in Economics of International Trade and Currency Markets
Naples — 1996
Efpa – European Financial Advisor: European qualification €FPA
Milan — 2005
Fideuram Campus
Milan — Ongoing Professional Development Since 2002
How can I help you?
I offer my expertise and experience to assist you in managing your assets. We will be analyzing and implementing the best strategies to achieve your financial objectives.
