It’s a professional who takes a comprehensive approach to a client’s financial planning, providing their knowledge and expertise to manage every aspect of their wealth (including financial assets, real estate, taxation, retirement planning, and estate succession).

The goal is to define and implement a personalized strategy to protect, optimize and transfer the client’s wealth over time, while meeting their needs and achieving their objectives.

Because they are the professional who provides specialist, personalized advice, tailored specifically to help clients achieve their goals.

I personally manage – and when necessary, with the help of a team of specialists – financial investments, wealth protection, tax efficiency, estate planning and gifting, retirement advisory.

I hold a degree in Economics of International Trade and Currency Markets. I registered with the Italian Register of Financial Advisors (OCF) in 2001 and I currently partner 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.

I assist business owners, executives, freelancers and retirees.

I provide clients with customized investment plans, which reflect the client’s specific goals.

I assist each client in selecting the financial, legal, and tax tools needed to comprehensively manage and protect your personal and financial assets.

I assess and implement the most effective strategy to optimize the client’s wealth from a tax perspective.

I assist clients in managing the generational transfer of their real estate, financial, or business assets, while minimizing the risk of conflicts among heirs.

I identify the most suitable supplementary pension plan for each client, ensuring an additional income alongside the state pension and safeguarding their future standard of living.

In the initial phase of building a relationship, typically 3 to 5 meetings are required, depending on the client’s specific needs and the complexity of their situation. Once the relationship is established, I provide ongoing support through a minimum of 3 to 4 meetings per year, up to monthly contact, subject to the client’s availability.

The first meeting, free of charge and with no obligation, provides an informed opinion on the client’s personal situation through a conversation designed to understand their world, assess potential benefits, and support a well-considered decision.

The first meeting is always free of charge.

In the initial phase of building a relationship, typically 3 to 5 meetings are required, depending on the client’s specific needs and the complexity of their situation. Once the relationship is established, I provide ongoing support through a minimum of 3 to 4 meetings per year, up to monthly contact, subject to your availability.

A financial advisor’s remuneration is always proportionate to the size of the portfolio and the level of advisory services provided. Before starting any relationship, I provide a detailed estimate of the fees.

Working together with the professionals who already manage certain aspects of the client’s wealth — such as accountants, lawyers, insurers, or notaries — is preferable in order to provide a more comprehensive perspective. I am also available to connect clients with professionals or partner firms I collaborate with, to offer additional expertise when needed.

I operate throughout Italy, offering in-person meetings in the main cities of every region, as well as remote consultations through digital channels.