About Me

My mission is to assist individuals and families in the management, protection, and optimization of their wealth, operating in total absence of conflicts of interest.

Through the independent fee-only advisory model, I do not receive any commission or incentive from banks or networks: my advice is guided exclusively by your best interest.

My approach combines academic rigor and pragmatic solutions. I build tailored personalized strategies, integrating financial, retirement, and insurance planning with maximum focus on risk control and tax efficiency. To achieve this, I prefer using passive and efficient instruments like ETFs, eliminating the unnecessary management costs of traditional banking products.

I firmly believe that successful planning comes from transparency and sharing. As a financial educator, I am committed to spreading financial literacy, ensuring that every client fully understands and actively participates in the strategic decisions concerning their economic future.

I earned my degree in Economics of Banking, Insurance, and Financial Intermediaries from the University of Genoa, developing a solid understanding of markets and risk management. Subsequently, I deepened my specialization at Consultique SCF in Verona — the reference point and leader in Italy for fee-only wealth advisory — where I completed the Executive Master in Financial Advisory and Planning and the subsequent Corporate Master in Independent Advisory for Companies.

Corporate training enabled me to acquire advanced, operational skills to assist companies, holding firms, and entrepreneurs in integrated wealth planning, corporate treasury and cash management, business succession structuring, bank fee analysis and optimization, and relationship management with credit institutions.

To round out this training, I obtained the prestigious international Certified Financial Planner (CFP®) certification, the global standard of maximum excellence in personal financial planning.

On the operational side, I gained significant experience as a Fee-only Financial Planner & Analyst at Capitalsuite SIM in Turin, where I managed and developed complex financial, retirement, and insurance strategies, refining integrated wealth analysis methodologies.