Fabio Brogneri Cfp® Email & Phone Number
Who is Fabio Brogneri Cfp®? Overview
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Fabio Brogneri Cfp® is listed as Certified Financial Planner at Wealth Planners, a company with 9 employees, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Fabio Brogneri Cfp®.
Fabio Brogneri Cfp® previously worked as Certified Financial Planner at Envestpro. Fabio Brogneri Cfp® holds Postgraduate Diploma, Financial Planning from University Of The Free State.
Email format at Wealth Planners
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About Fabio Brogneri Cfp®
As an experienced financial planner at Envestpro, I am committed to empowering individuals across all stages of life to achieve financial peace and fulfillment. Over the past seven years, my approach has evolved to encompass a wide spectrum of financial planning needs, from building wealth to enjoying a secure retirement.The core of my philosophy is understanding each client's unique story. Whether it's planning for retirement, managing investments, or crafting estate strategies, I believe in a personalized approach. I earned my BComm in Strategic Management in 2016 and further honed my skills with a PGDip in Financial Planning from the University of the Free State in 2022.My mission extends beyond the numbers. I delve into understanding each client's personal story, ambitions, and dreams, ensuring that the financial plans we create together resonate deeply with their individual goals and aspirations. This approach has been particularly impactful in retirement planning, where I have had the privilege of guiding many to a state of confidence and tranquility about their future.To get in touch, please email fabio.brogneri@liblink.co.za
Listed skills include Business Strategy, Entrepreneurship, Microsoft Office, Microsoft Excel, and 7 others.
Fabio Brogneri Cfp®'s current company
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Fabio Brogneri Cfp® work experience
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Certified Financial Planner
Current- Some of the key financial issues I help my clients to address:
- Strategies to reduce tax liability
- Retirement Planning
- Investment Strategies
- Asset Risk Management and Protection
- Cash Flow Optimization
Colleagues at Wealth Planners
Other employees you can reach at wealthplanners.co.za. View company contacts for 9 employees →
Kayla Jane N.
Colleague at Wealth PlannersCity Of Cape Town, Western Cape, South Africa, South Africa
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KS
Karen Simpson
Colleague at Wealth PlannersCity Of Cape Town, Western Cape, South Africa, South Africa
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MK
Melissa Kleinhans, Cfp®
Colleague at Wealth PlannersCape Town, Western Cape, South Africa, South Africa
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Fabio Brogneri Cfp® education
Postgraduate Diploma, Financial Planning
Bachelor'S Degree, Strategic Management, Undergraduate
Nqf 4, Matric
Frequently asked questions about Fabio Brogneri Cfp®
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What company does Fabio Brogneri Cfp® work for?
Fabio Brogneri Cfp® works for Wealth Planners.
What is Fabio Brogneri Cfp®'s role at Wealth Planners?
Fabio Brogneri Cfp® is listed as Certified Financial Planner at Wealth Planners.
Where is Fabio Brogneri Cfp® based?
Fabio Brogneri Cfp® is based in City Of Cape Town, Western Cape, South Africa while working with Wealth Planners.
What companies has Fabio Brogneri Cfp® worked for?
Fabio Brogneri Cfp® has worked for Wealth Planners and Envestpro.
Who are Fabio Brogneri Cfp®'s colleagues at Wealth Planners?
Fabio Brogneri Cfp®'s colleagues at Wealth Planners include Kayla Jane N., Karen Simpson, and Melissa Kleinhans, Cfp®.
How can I contact Fabio Brogneri Cfp®?
You can use AeroLeads to view verified contact signals for Fabio Brogneri Cfp® at Wealth Planners, including work email, phone, and LinkedIn data when available.
What schools did Fabio Brogneri Cfp® attend?
Fabio Brogneri Cfp® holds Postgraduate Diploma, Financial Planning from University Of The Free State.
What skills is Fabio Brogneri Cfp® known for?
Fabio Brogneri Cfp® is listed with skills including Business Strategy, Entrepreneurship, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Microsoft Powerpoint, and Communications And Interpersonal Skills.
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