Private banking
consultancyof companies
Who
Are
Ourcluster
It is made up of graduates and professionals in different areas of management and advice. Economics and business management, investments, exclusive insurance agents, administration... and other subjects in the sector. We are characterized by our seriousness, commitment and closeness, always seeking the satisfaction of our clients and excellence in our work.
Juan Manuel Aguilar Guerrero
Economist
Graduate in Economics and Business Sciences, Master in Tax Consulting and Taxation from the Center for Financial Studies, Bankinter Agent. He is a member ofEFPA (European Financial Planning Association), one of the most important European financial planning associations. As a member of it, you have theEFA certification (European Financial Advisor), which certifies its professional and ethical competence to offer comprehensive financial advice. To maintain this certification, it is mandatory to complete annual specific training courses, which allows you to stay up to date with the latest developments and trends in the financial market.
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For more than 25 years, he has been dedicated to financial advice, both at an individual and business level. Learn about the day-to-day life of financial affairs, fund managers and insurance companies, acquiring extensive experience and knowledge of the sector.
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His work is based onthe trust, transparency and closeness:
"...I like to know my clients, their needs, their objectives and their risk profile, to offer them the best financial solutions adapted to their situation. My commitment is to accompany and advise them at all times, seeking their satisfaction and peace of mind" .
Courses, accreditations, certificates, diplomas...
Administrative Dept. Customer Support
In customer service and accounting, we have Maria de la O.
We offer a broad portfolio of professional consulting services that are fully customizable for your business. Whatever your needs are, we can help you meet them. Contact us today.
Exclusive GES insurance agent
Vanessa Castillo
As Exclusive Agent, Vanessa She is in charge of all the procedures in the insurance section.
Ges Insurance, is a company of recognized prestige founded in 1928. The knowledge, base and experience of the company is based, precisely, on its efficient network of agents, which has positioned it as a solid company, with exclusively national capital and with one of the highest solvency levels on the market.
Maria de La O
...AND OUR COMPANIONS DE TRUST
