
2 - 10 employees
Founded 2019
💼 Consulting
⚖️ Legal
💸 Finance
Consulting • Legal • Finance
WHOLE PEAR is an independent French wealth management and financial advisory firm (conseil en gestion de patrimoine) based in Sens that provides personalized retirement planning, tax optimization, investment selection (financial products and real estate), succession and protection strategies for individuals, business owners and liberal professionals. The firm emphasizes 360° patrimonial engineering, independent advice and long-term capital growth via solutions such as assurance-vie, PER, SCPI, immobilier locatif and protection/prévoyance, and holds relevant certifications and regulatory registrations (AMF, ORIAS, real estate transaction card).
Selected: 🆕 Date Added.
🕒 September 5
Conseiller en gestion de patrimoine indépendant pour Whole Pear, accompagnant les prospects vers la liberté financière. Conseil et vente sur rendez-vous fournis, en collaboration avec des experts CIF et IAS.
🗣️🇫🇷 French Required