Verified recordFinancial Services

Sergio Montano

Financial Planner at Longevity Achieved

Based in Paris, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Paris

Industry

Financial Services

Company size

Contact information

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s•••••••@longevityachieved.com

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Background

About Sergio Montano

About Insurance and investment products are tools that are used to achieve the life you want. There's a variety of products available that allow for deeply customized plans - though, if not understood or managed properly, can hinder your desired outcome. I work with you to create customized financial plans, utilizing various tools; from financial coaching to insurance planning and portfolio management. I bring a fresh and unique perspective on financial planning. I work with various professionals in the financial sector from experienced insurance brokers and financial advisors to private equity investors and institutional traders. I eat and breathe the financial industry. If you need any guidance on: 1) Creating financial plans and budgets; 2) Identifying your insurance needs; 3) Wealth building strategies; 4) Money psychology; Lets connect- Here on LinkedIn- Email me: sergio.montano@longevityachieved.com - Call me:(647) 993-9059

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