Studio Soldi - Consulente Finanziario Indipendente

Studio Soldi - Consulente Finanziario Indipendente Informazioni di contatto, mappa e indicazioni stradali, modulo di contatto, orari di apertura, servizi, valutazioni, foto, video e annunci di Studio Soldi - Consulente Finanziario Indipendente, Consulente finanziario, Via Palio Dell'Oca 14, Cremona.

consulenza in materia di investimenti - analisi indipendente dei gestori e di singoli strumenti/prodotti finanziari - asset allocation - monitoraggio del portafoglio - pianificazione familiare - pianificazione previdenziale, assicurativa e successoria

10/02/2026

The earlier young people learn about how to have thoughtful conversations around money and who to turn to when they have questions, the better they will understand their personal finances throughout their lives.

Join FPSB and its global network in celebrating Global Money Week (GMW) taking place 16-22 March. This year's GMW theme, "Smart Money Talks," encourages young people to speak up, share stories, and ask questions to gain the confidence and skills they need to manage money wisely and have conversations that can prevent mistakes.

Learn more at www.globalmoneyweek.org.

12/09/2025

Congratulations to more than 100 financial planning professionals in Italy who have earned their CFP certification since the program’s launch in that territory in October 2023.

This important milestone highlights both the growing recognition of CFP certification in Italy and the dedication of professionals committed to advancing excellence in financial planning.

Congratulations to FPSB Italia on this milestone achievement.

01/08/2025
15/07/2025

Mark your calendars! The ninth annual World Financial Planning Day is taking place on 8 October, in support of the International Organization of Securities Commissions World Investor Week from 6 to 12 October 2025.

This global event highlights the pivotal role financial planning plays in empowering people to take control of their financial well-being.

Learn more at: https://worldfpday.org/


08/07/2025

CFP Board researchers unveiled the findings from the Financial Planning Longitudinal Study, the first peer-reviewed, multiyear research effort of its kind.

03/07/2025

FPSB is pleased to announce the 9th World Financial Planning Day will take place on 8 October 2025. 🙌 🌍

“Celebrated across continents, World Financial Planning Day shines a spotlight on the power of financial planning and of working with a financial planner who has committed to rigorous standards of professionalism and to putting clients’ interests first,” said FPSB CEO Dante De Gori, CFP. “Research shows people who work with a financial planner, like a CFP professional, report a higher quality of life, more financial confidence and resilience, and more financial satisfaction – World Financial Planning Day is the perfect occasion for all to discover why.”

Read press release to learn more: https://bit.ly/2025WFPDAnnounced

17/08/2024
24/07/2024

There are more than 223,000 CFP professionals around the world.

What can you expect when working with your CERTIFIED FINANCIAL PLANNER professional for the first time?

Learn more: https://bit.ly/33bcs7s

Indirizzo

Via Palio Dell'Oca 14
Cremona

Orario di apertura

Lunedì 09:00 - 18:00
Martedì 09:00 - 18:00
Mercoledì 09:00 - 18:00
Giovedì 09:00 - 18:00
Venerdì 09:00 - 18:00

Telefono

+393488081020

Sito Web

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