A qualified, respected and experienced Wealth and Investment Advisor, with almost a decade of experience in the industry and a network ready to be put at work, for the benefit of his clients. A dedicated leader, measuring his success in management by his team’s improvements, while leading by example.
His goal is simple: to always work in his clients' best interest and to cut away the industry jargon. That allows him to give to his clients the kind of sound advice that will make a real difference in their lives, while advising and arranging solutions for them.
Focused in giving access to his clients, to the most cost efficient structures in investments, so they can benefit by maximising their returns when markets are moving upwards and minimising their negative valuations when markets are moving downwards, while their future financial goals and dear ones, are well protected in case of unforeseen circumstances.
With a very wide market knowledge in investment platforms and asset allocation, he is able to provide the best solutions for his clients.
The recommendations Catalin has received by former and current clients or colleagues are a testimony to his professionalism.
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