?WHAT I DO:
I help people ensure they always have enough money to maintain their dignity and independence in retirement by planning and investing today so they don't have to stress about outliving their savings.
? HOW I DO IT:
Through my unique retirement planning process, my clients quickly see they get a personal CFO when working with me.
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2 customer reviews
Aurelien Folie
Financial Advisors
Fabio was really helpful and knowledgeable. I had a great experience meeting with him, and he answered all of my questions and made himself available for two long meetings, providing me with tools and explanations to help me grow my wealth, even though I didn't meet the criteria to become his client.
I really recommend contacting him!
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Jasmine
Highly recommended for your personal investments! Fabio really took the time to understand my needs and provided great advice and put a plan in place for me. Very professional and knowledgeable when it comes to investing. Thank you. More...
What do you love most about your job?
I love making a meaningful impact on people’s lives by taking the stress and uncertainty they once had and replacing it with peace of mind and confidence
What inspired you to start your own business?
I did not grow up in a wealthy family; therefore, I took it upon myself to understand what is required to achieve financial goals and committed myself to helping others do the same. By helping others get wealthy, I can also do the same for my family
Why should our clients choose you?
Not all clients should choose me, and that's perfectly okay.
The relationship between a client and an advisor is very personal and based on trust and comfort. My goal isn't to convince everyone to work with me, but to ensure that those who do feel fully confident in our partnership.
What changes have you made to keep your customers safe from Covid-19?
By asking how they feel most comfortable and how they want to proceed.
Insurance Planning
As an independent insurance advisor, I represent you and not the insurance companies. By having access to 10+ insurance companies, together, we can make sure you choose the correct insurance plan and are not overpaying.
This is for anyone who is looking for financial protection and peace of mind by making sure that you and/or your loved ones are protected in case death, disability, or critical illness.
Investment/Retirement Planning
Do you know how much money it is going to take for you to be able to retire comfortably and remain comfortably retired?
Do you have a retirement plan and investment strategy in place?
If you're looking for guidance, and someone to work with you side by side in creating and managing your retirement plan and investment portfolio, we can schedule a preliminary meeting just to see if I may be able to help.
