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Management Consulting Financial Advisor
Management Consulting Financial Advisor
New mentor!
Member since 2025
  • Madrid
  • Amsterdam
  • ,
  • Zürich
About the mentor

With over 20 years of experience in the financial services industry across Spain, Switzerland, and the Netherlands, I specialize in helping individuals and families make confident, informed financial decisions. I hold the European Financial Advisor (EFA) certification and have a comprehensive understanding of investments, mortgages, insurance, and long-term financial planning.

My approach blends technical expertise with clear, client-centered communication, empowering people to take control of their finances through personalized advice and education. I have worked extensively with expatriates and international professionals, offering tailored solutions that align with their unique cross-border financial needs.

In addition to my advisory work, I’m passionate about financial education and have developed programs aimed at increasing financial literacy for individuals and groups. I’m fluent in Spanish, Catalan, and English, with a basic command of German, which supports my ability to connect with diverse clients across Europe.

My mission is to simplify finance and make it accessible to everyone—whether through coaching, education, or one-on-one advisory services.

Expertise
  • Investment Banking
  • Commercial Banking
  • Real Estate
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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