I am a financial specialist with 14 years of experience in the industry. I have all the necessary licenses required by the CNB. I provide advice on mortgages, investments and insurance of all kinds. The purpose of cooperation is to build your assets, their growth and protection. Important for me is clarity and human approach.

Private advisory firm providing Wealth Management, Wealth Planning, Economic and Investment Advisory, Financial Planning, Succession, Intergenerational Wealth Management, related tax, attorney and notary services.

We provide finance and real estate services to our clients.

We focus mainly on consulting in the field of finance, investments, tax records or real estate.

We provide investment advice and financial planning.

Broker Point is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.

Broker Point Premium is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.