2018 Best Financial Advisors Awards

The PFAwards are the leading initiative in the world of financial advisory, designed to identify the top financial and wealth-management professionals in Italy through the only skills-assessment process certified under UNI EN ISO 9001:2015.

For eight years, the PFAwards have represented a constructive personal and professional challenge for every advisor, enabling participants to “map” their strengths through the DNA of Competencies. The competition involves multiple written tests and a final oral exam aimed at identifying which areas of expertise to highlight in client service and which areas to strengthen.

At the end of each stage, candidates are assessed and shortlisted, gradually reducing the field of roughly 1,400 participants each year to just 10 finalists per category, each receiving a “gold medal” for their achievement.

Over various editions I achieved the following results:

• 2014 – PF SPECIALIST GOLD, category Retirement Planning Advisory
• 2015 – PF SPECIALIST GOLD, categories Estate Planning, Wealth Advisory, and Family Protection
• 2017 – PF SPECIALIST GOLD, category Asset Protection
• 2018 – PF SPECIALIST GOLD, category Wealth Advisory