
2 - 10 employees
Founded 2019
💸 Finance
🏠 Real Estate
Finance • Real Estate
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).
🔥 3 minutes ago
Conseiller en gestion de patrimoine sous statut freelance aidant les clients à atteindre la liberté financière. Gestion de leads qualifiés et collaboration avec des experts pour garantir un service de qualité.
🗣️🇫🇷 French Required