I am Juan Manuel Velilla and first of all thank you for your interest in my professional financial advisory services
I have been EFPA qualified (What is and Independent Financial Adviser EFA?) since 2016, having completed a Masters degree on Financial advisory, prior to passing the official EFPA exams.
My professional financial experience of course dates back to earlier times. As for many art or cars is their passion, for me, since very young age, numbers have been mine. Very early on I knew that my career will be dedicated to economics and finance. Having graduated as Certified Public Accountant in Buenos Aires University, I started working for Deloitte as an auditor, ascending over the years to management positions and subsequently moving to another Top3 firm Ernst & Young in Madrid.
Since then, for the past 15 years I have been developing my own portfolio in stocks, shares and currency trading on various Stock Exchanges. At the same time I have been involved in several projects, including property investment consultancy, financial planning and management for several SME businesses.
Having successfully developed many financial tools and strategies, I now advise a range of private clients from different countries and with diverse needs and financial standing on how to achieve their medium and long term goals.
What is an Independent Financial Adviser (EFA)?
The title of European Financial Advisor (EFA®), is the most known European recognition in regards to financial advice and is granted by EFPA Europe ( “European Financial Planning Association”). It was developed by a team of outstanding academics and professionals from more than 10 countries, and it’s a hallmark of quality recognized throughout Europe. EFPA promotes the planning-and-financial-advice professionals’ training through the development and implementation of educational programs that provide the EFPA certifications.
The EFPA-certified adviser certifies, after overcoming a tough test, to have important knowledge and skills on financial markets in general, and on financial planning in particular.
Financial advisory services must be more professionalized every time and meet minimum competency standards to ensure the customer receives the best advice for the current scenario.
Therefore, industry professionals must demonstrate:
– Appropriate training and experience.
– A degree certifying their training and experience.
– Professional Ethical commitment so that, during the whole relationship with the investor, the adviser fully identifies the goals, objectives and personal and professional characteristics of the investor.
The certificate is a guarantee that your financial adviser is fully qualified to advise and help you manage your investment portfolio.
In the Anglo-Saxon world, these certifications are essential prerequisites to work in the financial sector. In Europe, starting January 1st, 2018; with the implementation of MIFID II, a certification like EFA will also be an essential prerequisite to be able to provide advice and information about investment products.
I hope that this brief introduction will facilitate you in perhaps choosing to take the next step of a personal meeting in order to ascertain if you would like to trust me with a further consultation regarding your financial planning.