Arcangelo Marino Email & Phone Number

Milano

My professional role is based on two main activities:• as a Business Manager, I lead a team of 6 senior consultants, I select new Advisors with the aim of growing the work team. • as Advisor, I am a Consultant for over 60 families mainly made up of Entrepreneurs, Manger and Professionals I follow the international rules and principles of financial and asset planning.Uni Iso 22222: 2008 1. Asset and Budgeting stability analysis (ie, income statement and balance sheet) 2. Protection (of personal assets and human capital) 3. Pensions (organization of income / revenues in post-employment) 4. Investments (asset allocation and management of financial resources based on personal needs, objectives and risk profile) 5. Debt (income balance and debt planning) 6. Succession planning (optimal transmission of resources to the heirs).The choice to carry out my profession in the Allianz group is daily: we share the importance of making available to Customers the experience of competent Advisors.We have the common goal of making customers aware of the criteria for analyzing and assessing the economic situation so that they can consciously and rationally choose the most suitable solutions for the protection and growth of their personal assets.

Certificato Di Financial Planner, Efp (European Financial Planner™)

Activities and Societies: Iscritto all'EFPAThe training program of the European Financial Planner is detailed in nine modules, each.

Business Coaching

Study path: - The coaching model: achieving the objectives through a concrete plan of actions. - The performance formula: understanding.

Counselor Diploma, Federazione Delle Associazioni Italiane Di Psicoterapia

The counseling relationship is structured as a non-directive helping relationship, based on an active and empathetic listening which.