Welcome to my Web page! It is a pleasure to have you here today.
My name is Raffaele Nardi. I am a Financial Planner and I have been a member of IQPF since 2004. I worked in the banking sector for twelve years, after which I joined the Investia family with the goal of advising my clients independently. My strength is in my ability to take whatever time is necessary to lay out all your options for you in order to ensure that you make sound and informed financial decisions.
The services I offer are as follows, to name only a few: financial planning, retirement planning and investment management, including tax-advantaged investments.
Over the past five years or so, my team and I have built a network of professionals comprised of accountants, notaries and lawyers in order to guide you through the most critical steps of your life.
Please do not hesitate to contact me if you have any questions or require a second opinion, I will be glad to advise you.
Thank you, I am looking forward to hearing from you!As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.