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Silvia Reza

Gestión de patrimonios y programas corporativos at Lawsons Wealth

Intro Book

Seasoned financial advisor with 15+ years of experience in wealth management and international financial advise.

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Location

Cancún, Quintana Roo, Mexico, MX

Languages

Inglés -

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Silvia has 15 years of experience as a financial advisor, plus education from UNITEC DF. She works in Cancún, Mexico, which is a growing market. Financial advisors with her level of experience, especially in international financial advise, typically charge higher rates. Maybe around $100–$200 per hour? But considering her education and experience, maybe higher. Some financial advisors in her role might average $150–$250. So I’ll estimate around $125

Bio

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Topline AI

Silvia Reza is a seasoned financial advisor with 15+ years of experience in wealth management, international financial advise, and program corporate management. She holds a Chartered Insurance Institute degree and a Bachelor of Business Administration with a specialization in achieving goals, increasing sales, and commercial strategies.

Experience

Lawsons Wealth
- Internacional
- Gestión de patrimonios y programas corporativos
  - Aug 2022 - Present
  - Internacional
deVere Group
- Cancún, Quintana Roo, México
- Wealth Consultant
  - Aug 2020 - Aug 2022
  - Cancún, Quintana Roo, México
  Asesoría en:*Esquemas de ahorro*Fondos para el retiro*Fondos para la universidad de los hij@s*Inversiones en tecnología y en múltiples industrias y sectores, bonos corporativos con intereses fijos, y un rango muy amplio de productos cuyos objetivos son el crecimiento y protección de tu capital y patrimonio.Las inversiones y esquemas de ahorro son en Moneda fuerte USD, GBP, Euros, entre otras.
KNG International Advisors
- México
- Asesora Financiera Independiente Internacional
  - Mar 2017 - Apr 2020
  - México
Centro Integral Asmi Roshan
- Asesoría individual y de emprendimiento
  - 2005 - Mar 2020

Education

Chartered Insurance Institute
Gestión de patrimonio
UNITEC DF
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and international financial advise

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Silvia Reza

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100 Credits For FREE

$125.0

Hourly Rate