Xolisa Funani, Cfp®
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Xolisa Funani, Cfp® Email & Phone Number

Private Wealth Manager, NFB Private Wealth Management at NFB Private Wealth Management
Location: Port Elizabeth, Eastern Cape, South Africa 1 work role 3 schools
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Current company
NFB Private Wealth Management
Role
Private Wealth Manager, NFB Private Wealth Management
Location
Port Elizabeth, Eastern Cape, South Africa
Company size
83 employees

Who is Xolisa Funani, Cfp®? Overview

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Quick answer

Xolisa Funani, Cfp® is listed as Private Wealth Manager, NFB Private Wealth Management at NFB Private Wealth Management, a company with 83 employees, based in Port Elizabeth, Eastern Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Xolisa Funani, Cfp®.

Xolisa Funani, Cfp® previously worked as Private Wealth Manager at Nfb Private Wealth Management. Xolisa Funani, Cfp® holds Post Graduate Diploma In Financial Planning from Nelson Mandela Metropolitan University.

Company email context

Email format at NFB Private Wealth Management

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NFB Private Wealth Management

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Profile bio

About Xolisa Funani, Cfp®

Financial planner, private wealth manager, financial advisor.I’ve worked in the financial services industry and have been part of the NFB family in Port Elizabeth since 2013. I’m a detail-oriented financial advisor who provides my clients with guidance and education in all areas of wealth management including retirement planning, portfolio construction, risk management and wealth-preservation needs.

Current workplace

Xolisa Funani, Cfp®'s current company

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NFB Private Wealth Management
Nfb Private Wealth Management
Private Wealth Manager, NFB Private Wealth Management
johannesburg, gauteng, south africa
Website
nfb.co.za
Employees
83
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1 role

Xolisa Funani, Cfp® work experience

A career timeline built from the work history available for this profile.

  • Nfb Private Wealth Management
    Private Wealth Manager
    Nfb Private Wealth Management
    Oct 2013 - Present - Port Elizabeth Area, South Africa
    NFB Private Wealth Management has been providing clients with independent financial advice and a broad suite of products since 1985. We’re part of the AltX listed NVest Financial Holdings (NVE: AltX) group of companies that has more than R30 billion under management and administration.Our highly qualified and experienced multidisciplinary team of Independent Financial Advisors and professionals take care to craft bespoke solutions, tailored to our clients’ individual needs, rather than a one-size-fits-all service. We do this by investing time into deeply understanding our clients before making any investment decisions.We pride ourselves on our long-serving people who collaborate across business skill sets to ensure that every investment decision made for clients is the best possible one. Our pragmatic approach to wealth management, developed hand in hand with our clients, ensures a personalised wealth plan with the goal of future financial growth and security. We simplify the complexity of wealth management for our clients, giving them the ability to make informed decisions with peace of mind.
Team & coworkers

Colleagues at NFB Private Wealth Management

Other employees you can reach at nfb.co.za. View company contacts for 83 employees →

TV Terrance Van Rensburg Terrance Van Rensburg Colleague at Nfb Private Wealth ManagementCity Of Johannesburg, Gauteng, South Africa, South Africa View → BJ Brendon John Wright Brendon John Wright Colleague at Nfb Private Wealth ManagementIllovo, Gauteng, South Africa, South Africa View → LB Lydia Byrnes Lydia Byrnes Colleague at Nfb Private Wealth ManagementCity Of Johannesburg, Gauteng, South Africa, South Africa View → DT Daniella Thesner Daniella Thesner Colleague at Nfb Private Wealth ManagementAlberton, Gauteng, South Africa, South Africa View → LW Laurie Wiid Laurie Wiid Colleague at Nfb Private Wealth ManagementCity Of Johannesburg, Gauteng, South Africa, South Africa View → SS Steven Swanepoel Steven Swanepoel Colleague at Nfb Private Wealth ManagementEast London, South Africa Metropolitan Area, South Africa View → UD Ursula Dippenaar Ursula Dippenaar Colleague at Nfb Private Wealth ManagementJohannesburg Metropolitan Area, South Africa View → RM Rob Masters Rob Masters Colleague at Nfb Private Wealth ManagementSouth Africa, South Africa View → JW Juanita Williams Juanita Williams Colleague at Nfb Private Wealth ManagementSouth Africa, South Africa View → NM Nelisa Mtolo Nelisa Mtolo Colleague at Nfb Private Wealth ManagementGauteng, South Africa, South Africa View →
3 education records

Xolisa Funani, Cfp® education

Education record

Victoria Park Highschool
FAQ

Frequently asked questions about Xolisa Funani, Cfp®

Quick answers generated from the profile data available on this page.

What company does Xolisa Funani, Cfp® work for?

Xolisa Funani, Cfp® works for NFB Private Wealth Management.

What is Xolisa Funani, Cfp®'s role at NFB Private Wealth Management?

Xolisa Funani, Cfp® is listed as Private Wealth Manager, NFB Private Wealth Management at NFB Private Wealth Management.

Where is Xolisa Funani, Cfp® based?

Xolisa Funani, Cfp® is based in Port Elizabeth, Eastern Cape, South Africa while working with NFB Private Wealth Management.

What companies has Xolisa Funani, Cfp® worked for?

Xolisa Funani, Cfp® has worked for Nfb Private Wealth Management.

Who are Xolisa Funani, Cfp®'s colleagues at NFB Private Wealth Management?

Xolisa Funani, Cfp®'s colleagues at NFB Private Wealth Management include Terrance Van Rensburg, Brendon John Wright, Lydia Byrnes, Daniella Thesner, and Laurie Wiid.

How can I contact Xolisa Funani, Cfp®?

You can use AeroLeads to view verified contact signals for Xolisa Funani, Cfp® at NFB Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Xolisa Funani, Cfp® attend?

Xolisa Funani, Cfp® holds Post Graduate Diploma In Financial Planning from Nelson Mandela Metropolitan University.

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