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David Lin🎯

Financial advisor for private owner and small business at Dali Consulting

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Contact Information

us****@****om

(386) 825-5501

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Location

Paris, Île-de-France, France, FR

Skills

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Bio

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Marc MAZIERE

Très sérieux et de bon conseil

Camille Duveau

David est aussi professionnel que bienveillant ! C'est un vrai plaisir d'explorer les différentes manières de gérer mon patrimoine avec lui, en toute confiance et de manière ludique. Je recommande vivement son expertise.

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Experience

Dali Consulting

France
Financial Services
1 - 100 Employee

Financial advisor for private owner and small business
- Jan 2018 - Present
✓ Investments; ✓ Reduction of the tax burden; ✓ Revaluation of current investments; ✓ Optimization of transmission to relatives; ✓ Purchase of a main or rental residence; ✓ Constant monitoring and support of the procedures; ✓ Better understand how my retirement works; ✓ Definition of objectives and consideration of future developments ✓ Investments; ✓ Reduction of the tax burden; ✓ Revaluation of current investments; ✓ Optimization of transmission to relatives; ✓ Purchase of a main or rental residence; ✓ Constant monitoring and support of the procedures; ✓ Better understand how my retirement works; ✓ Definition of objectives and consideration of future developments

Cercle DALI

France
Investment Banking

Instructor of financial advisor
- May 2020 - Present
Financial advising is France is under-developped. It is my mission to bring the skill of pupils who wants to stars their financial advisory firm. Financial advising is France is under-developped. It is my mission to bring the skill of pupils who wants to stars their financial advisory firm.