Financial services

My services are directed to all investors with a solid state and those who don’t but have the potential to achieve it in the long term, such as young professionals willing to maximize their savings but don’t have the knowledge and experience to know how, when, and where to invest. All of these are done from a global perspective, considering all relevant aspects, and guided by a taxation and legal team.

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Twenty-plus years of experience

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Client educational guidance

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Investor’s profile

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Transparency and warm natured

Take A Look At My Work Method

Your objectives define your investment terms, and the terms are conditioned by the management

Succession Planning

Building an estate requires the right planning and management to maximize our legacy. Applying the best solution and ensuring your estate is regularized is the efficient way to guarantee wealth.

Retirement Plan

Depending exclusively on a public retirement plan might not be enough to maintain our previous lifestyle. Acknowledging this risk can help us proactively plan and assign resources to obtain the best results.

También te ayudo a conseguir otros objetivos

Other Goals

Purchasing a vehicle or its constant maintenance, acquiring a house, educating our children, etc., are some of the challenges we face at some point in our lives. Planning beforehand and doing so realistically leads to welfare.

Liquidity Management

Quantifying and proactively managing the liquidity destined to cover unforeseen events is a must to avoid loss and optimize our financial resources.

Flexible Commissions

We encourage you to use the commission style that is more suitable for you and the type of services and products you are looking for. You can choose between explicit and implicit financial advising systems.

CUSTOMERS TESTIMONIALS

“Francisco has been a great finding: he is passionate about his job and a true expert in finance. Shortly after talking to him, you can tell that he is very knowledgeable and better off that he enjoys what he does. Those combined translate into trust.”

Francisco Bargiela

“I value the most transparency when communicating complex financial matters as Francisco does. He understands and respects my concerns. Thank you, Francisco; you have earned my trust.”

Lara Perez

“Thanks to Francisco, I now have more knowledge of how investments work. Unlike my previous experiences, Francisco has taken the time to show genuine concern for my needs and goals. He has made it the norm to explain thoroughly so I can make the most educated decisions. Thank you. “

Helena Herraiz Sanchez

“Francisco is always available to help when I’m doing research as part of my job as a journalist. He is knowledgeable in his field and a great communicator.”

Sara Rivas Moreno

“Francisco is one of the financial advisors I often turn to when developing financial documents for media purposes and Finect’s website. He is always available and willing to help, bringing light to the topics I write about by sharing his deep knowledge and experience in the financial field.”

Santiago Barón Adelantado

“I have been working with Paco for many years. He is an excellent professional, very knowledgeable in finance management and personal banking. He currently manages my investments and does it efficiently. He has earned my trust throughout the years, the reason why I recommend him.”

Pepe Monserrat Martínez

“Francisco transmits serenity, which is very important in the field he works in, and this is achieved thanks to the time he puts into explaining and going over any doubts that might arise. From going over the course of action to designing a contingency plan, everything is covered with him, and this, along with the tangible results, generates trust and peace of mind.”

Luis Miguel Ronco Sánchez

“I would like to spotlight the communications skills Francisco possesses. Making financial information digestible to people such as myself, who don’t have a financial background, is refreshing and something to be grateful for. He is very helpful and professional.”

Andrea Malorgio

“Francisco is quite a professional financial advisor with vast knowledge of the stock market and everything related to the investment world. Hi involvement and proactiveness in offering the best advice are the main reasons he is my financial advisor.”

Wuilmer Peñaloza

“Francisco has been my financial advisor for many years. He perfectly understands my risk tolerance in each situation and would always manage my assets in relation to the market’s circumstances. He is trustworthy and explains thoroughly the strategy and the risk that comes with it. In summary, Francisco is the best banking professional I have met.”

Juan Navas

“Francisco knows how to explain to his clients all the factors involved when investing. Thoroughly going over the difficulties and the risk. His vast experience makes him one of the best banking professionals I know.”

Jaime Alonso Gila

“It is a delight to trust somebody with one’s assets. Not only is Francisco an expert in his field, but also he is approachable and would guide you in accordance with your personal preferences, always considering the market’s circumstances, which he knows perfectly.”

David Sánchez

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