Fanny D'Alessandro is a seasoned professional in the realm of wealth management, currently serving as an Ingénieure patrimoniale associée at VIA La plateforme patrimoniale - Gestion de patrimoine. In this pivotal role, she leverages her extensive expertise to guide individuals and business leaders through the...
Fanny D'Alessandro is a seasoned professional in the realm of wealth management, currently serving as an Ingénieure patrimoniale associée at VIA La plateforme patrimoniale - Gestion de patrimoine. In this pivotal role, she leverages her extensive expertise to guide individuals and business leaders through the intricate processes of creating, developing, and transmitting their real estate and financial assets. With a robust background as a certified financial investment advisor (AMF), insurance intermediary, and real estate agent, Fanny possesses a comprehensive skill set that enables her to navigate a wide array of services and products tailored to meet her clients' diverse needs.
At VIA, Fanny collaborates with a team of esteemed experts from notarial, legal, fiscal, and financial backgrounds, ensuring that her clients receive well-rounded advice and solutions. Her current projects include developing personalized wealth management strategies that encompass real estate investments, insurance planning, and savings optimization. Fanny is particularly adept at identifying opportunities for growth and risk mitigation, helping her clients to maximize their investment potential while safeguarding their assets.
Her proficiency in project management and change management further enhances her ability to deliver exceptional customer service, ensuring that each client feels supported throughout their wealth management journey. Fanny's commitment to excellence and her strategic approach to wealth creation and transmission make her a valuable asset to both her clients and the broader financial community. As she continues to expand her influence in the industry, Fanny remains dedicated to empowering individuals and leaders to achieve their financial aspirations with confidence and clarity.
