Helping individuals and businesses achieve financial freedom through personalized advisory services
With over 15 years of experience in financial advisory, I specialize in helping clients navigate complex financial landscapes to achieve their goals. My approach combines analytical expertise with personalized guidance to create tailored financial strategies.
I believe in building long-term relationships with my clients, understanding their unique needs, and adapting strategies as their lives evolve. My mission is to empower individuals and businesses to make informed financial decisions that lead to sustainable growth and security.
Years Experience
Clients Served
Assets Managed
Startups Mentored
Comprehensive financial solutions tailored to your unique needs
Strategic portfolio design and management to optimize returns while managing risk based on your financial goals and risk tolerance.
Comprehensive wealth management strategies to preserve and grow your assets while planning for major life events and retirement.
Financial guidance for startups and medium-sized businesses, including growth strategies, cash flow management, and funding options.
Personalized retirement strategies to ensure financial security and maintain your desired lifestyle during retirement years.
Guidance on efficient wealth transfer strategies, minimizing tax implications, and ensuring your legacy wishes are fulfilled.
Workshops and one-on-one coaching to improve financial literacy and empower clients to make informed financial decisions.
Specialized knowledge to address your specific financial challenges
I help individuals create comprehensive financial plans that address all aspects of their financial lives, including:
My approach is holistic, considering both short-term needs and long-term goals to create a balanced financial strategy.
I provide strategic financial guidance to startups and established businesses, focusing on:
My experience with businesses of various sizes allows me to provide tailored solutions for each stage of business growth.
I develop customized investment strategies based on thorough market analysis and client objectives:
My investment philosophy emphasizes long-term growth while managing volatility through strategic diversification.
I help clients minimize tax liabilities through strategic planning:
While not a tax professional, I work closely with tax experts to ensure your financial plan is optimized for tax efficiency.
Founded my own advisory practice serving high-net-worth individuals and growing businesses. Manage a team of 5 financial professionals and oversee $150M+ in client assets.
Led wealth management strategies for 75+ clients with portfolios ranging from $1M to $20M. Specialized in comprehensive financial planning for executives and business owners.
Conducted investment research and portfolio analysis. Developed financial models and investment strategies for client portfolios exceeding $500M in total assets.
Provided financial advisory services to mid-market businesses. Specialized in financial restructuring, growth strategies, and operational efficiency improvements.
Wharton School of Business, University of Pennsylvania
2007
London School of Economics
2005
Certified Financial Planner Board of Standards
2010
CFA Institute
2012
What my clients say about working with me
Schedule a consultation or send me a message
123 Financial District
New York, NY 10004
+1 917 914 9083
contactme@agataclaire.live
Monday - Friday: 9:00 AM - 5:00 PM
Weekends: By appointment only