As an independent wealth management advisor, I support my clients across all dimensions of their estate: tax optimization — including remuneration arbitrage for executives —, retirement planning, transmission and succession, as well as wealth organization and creation.
My support is aimed at business owners and independent professionals as well as executives and individuals wishing to structure their savings and investments. I operate throughout the Pays de Retz and the Nantes region, as well as anywhere in France remotely.
Authorized as a CIF, COA, COBSP, and IMMO (ORIAS No. 23002708), I provide a global and independent vision of your wealth situation, without conflicts of interest related to any banking institution.
I offer an initial 30-minute discovery exchange, free and without obligation, to review your situation.
N/A
0 - 1
FR
Pour transmettre votre bilan patrimonial à ce professionnel, vous devez être connecté et avoir réalisé votre bilan.
KB CONSEIL is registered with ORIAS in the following categories: CIF, COA and MIA. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation MIA : Insurance Intermediary Agent, operating under the responsibility of an insurance intermediary
KB CONSEIL is a member of the professional association CNCEF.
KB CONSEIL thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
The information, documents and content presented on this profile are published under the responsibility of the company from which they originate. The company is solely responsible for their accuracy, whether they are up to date, their compliance with applicable regulations, and respect for third-party rights.
Experts du Patrimoine provides a listing service and does not carry out an exhaustive review of the content published. Their presence on the site does not constitute validation, a recommendation, or advice from Experts du Patrimoine.
Each user is responsible for verifying the company’s information, qualifications, approvals and authorisations before making any decision or entering into a relationship. Experts du Patrimoine cannot be held liable for the consequences resulting from the use of the information published on this profile, subject to the legal obligations and liabilities that apply to them.
Any inaccurate, misleading or potentially unlawful content may be reported to [email protected].
Pour transmettre votre bilan patrimonial à ce professionnel, vous devez être connecté et avoir réalisé votre bilan.
