Leyre Patricio Email & Phone Number

✔ My goal is to ensure that my clients have their financial freedom secured, managing their assets and investments according to their goals, principles, and needs.✔ I assist my clients in building a tailor-made financial plan that ensures the achievement of their personal, family and professional projects in the short, medium, and long term.✔ Together with every client, I design a customized roadmap and establish guidelines for monitoring that allow us to make necessary adjustments as their life circumstances and markets evolve.✔ I provide advice based on values such as coherence, honesty, and commitment, ensuring that decisions regarding financial planning, savings, and assets for those who trust me are correct regardless of market fluctuations, news, or external situations.✔I also take into account tax and insurance aspects (life insurance, accidents, home insurance) for my clients and their families.

Listed skills include Communication Skills, Brand Management, Business Strategy, Collaborative Leadership, and 12 others.