Fabio Brogneri Cfp® Email and Phone Number
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
Wealth Planners
View- Website:
- wealthplanners.co.za
- Employees:
- 9
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Certified Financial PlannerWealth PlannersCape Town, Wc, Za -
Certified Financial PlannerEnvestpro Mar 2017 - PresentCape Town Area, South AfricaSome 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• Business Succession Planning• Estate Planning
Fabio Brogneri Cfp® Skills
Fabio Brogneri Cfp® Education Details
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Financial Planning -
Undergraduate -
Matric
Frequently Asked Questions about Fabio Brogneri Cfp®
What company does Fabio Brogneri Cfp® work for?
Fabio Brogneri Cfp® works for Wealth Planners
What is Fabio Brogneri Cfp®'s role at the current company?
Fabio Brogneri Cfp®'s current role is Certified Financial Planner.
What schools did Fabio Brogneri Cfp® attend?
Fabio Brogneri Cfp® attended University Of The Free State, Independent Institute Of Education, South African College School.
What skills is Fabio Brogneri Cfp® known for?
Fabio Brogneri Cfp® has skills like Business Strategy, Entrepreneurship, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Microsoft Powerpoint, Communications And Interpersonal Skills, Analytical Skills, Financial Analysis, Financial Planning.
Who are Fabio Brogneri Cfp®'s colleagues?
Fabio Brogneri Cfp®'s colleagues are Karen Simpson, Kayla Jane N., Melissa Kleinhans, Cfp®.
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