Federico Francia
Head of Wealth Management @Balanz Usa
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WORK HISTORY
Head of Wealth Management @Balanz Usa
Miami, FL, US
EDUCATION
Universidad de la Empresa
Licenciado en Marketing, Business and Personal/Financial Services Marketing Operations
EADA Business School
MBA Graduate at EADA Business School, Master of Business Administration
ABOUT FEDERICO FRANCIA
Experienced Financial Advisor with 15 years of industry experience, an MBA, and licenses including Series 66 and Series 7. Specializing in wealth management and retail banking, I am dedicated to guiding individuals and families towards their financial goals. With a comprehensive understanding of financial markets and investment strategies, I provide personalized solutions in retirement planning and portfolio management. Building long-term relationships based on trust and open communication, I leverage my expertise to create tailored strategies that align with my clients\' unique circumstances and aspirations.
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