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20+ years in finance

About me

Name

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Position

Senior Financial Advisor

Languages

english, german

Conact

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Biography

With over two decades of experience in the financial industry, Emily specializes in estate planning and tax-efficient strategies. A Chartered Financial Analyst (CFA), she has been a cornerstone of our team since its inception. Emily believes in creating tailored financial plans that not only meet but exceed our clients' expectations.

Qualifications:

Chartered Financial Analyst (CFA)
Master of Business Administration (MBA)
Certified Estate Planner (CEP)

Reach out to us and we’ll guide you on your financial journey.

All services

My Expertise

Specialization

Investment Advisory Services

Sharia-Compliant Investment Strategies for Sophisticated Investors

Green Tech and Carbon Credit Advisory

Empowering Ethical Investments for a Sustainable Future

Other Experts

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Tax Strategy Consultant