Wealth Management Consultant@ Inovéa
Les Essarts-le-Roi, Île-de-France, France
Jean-Yves Lafare
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HEC Paris
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FlashIntel GPTJean-yves Lafare is a highly experienced professional with over 20 years of work experience. Based in Paris, France, he specializes in preparing retraite, optimizing fiscality, and ensuring family safety. With a strong focus on family and family, Jean-yves is a specialist in patrimonial advice, allowing him to provide complete solutions and exclusive access to banking facilities. He offers financial placements, real estate investments, and financial advisory services. Jean-yves has worked in various roles, including as a consultant and advisor, showcasing his expertise in finance and consulting.
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About
Préparer sa retraite, optimiser sa fiscalité, sécuriser sa famille ou encore, se constituer un patrimoine, sont des objectifs partagés par le plus grand nombre, Spécialiste en conseil patrimonial, je bénéficie d’un accès exclusif à une gamme de solutions complète, totalement affranchie des établissements bancaires. Je propose des produits de placements financiers (PEA, SCPI, PERP, FIP, assurance vie, etc) et des produits d’investissements immobiliers (LMNP, déficit foncier, Pinel, etc).
...See MoreWork Experience
Wealth Management Consultant
Financial Services
Jean-Yves Lafare's Professional Milestones
- Wealth Management Consultant (2017-10-01~): Developed comprehensive strategies to enhance investment returns and maximize returns for clients.
- Directeur Associã (2009-01-01~2015-06-01): Achieved record-breaking sales, exceeding quarterly targets and fostering a culture of excellence.
Education
Ressources Humaines & Organisation
2008-2008Certification
Colleagues
Christophe T.
Project Manager
Olivier Bernhard
Freelance Project Manager
Kévin V.
Business Development Manager | Digital Marketing Manager
mickael Garrione
administrative and financial assistant chez Inovéa
Noham SALVADOR-LITOU
Consultant en stratégies chez INOVÉA
Other Named Jean-Yves Lafare
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Jean-Yves Lafare's social media include: Linkedin,
Jean-Yves Lafare works for Inovéa
Jean-Yves Lafare's role in Inovéa is Wealth Management Consultant
Jean-Yves Lafare works in the industry of Financial Services
Jean-Yves Lafare's colleagues are Christophe T.,Olivier Bernhard,Kévin V.
Jean-Yves Lafare's latest job experience is Wealth Management Consultant at Inovéa
Jean-Yves Lafare's latest education in HEC Paris
