Book Your Q2 Financial Review Call
Let’s Make Sure You’re Not Flying Blind
The economy’s shifting.
Inflation risks are back.
And Q2’s moving fast.
This quick 1-on-1 review is built to give you clarity — not fluff:
✅ Spot gaps before they become costly
✅ Adjust based on what’s changed in the market
✅ Realign with your long-term financial goals
It’s not a pitch.
It’s a no-pressure, private conversation to keep your money working as hard as you are.
Choose a time that works — I’ll handle the rest.
Frequently Asked Questions
Is this a sales call?
Nope. This is a strategy session to review your position and make sure you’re still on track. No pitch, no pressure.
What do I need to prepare?
Nothing. Just show up. If anything’s needed after the call, I’ll guide you step-by-step.
I’m not an active client — is this still for me?
Absolutely. Whether we’ve worked together before or not, this session is built to help you make smart, informed moves in 2025.
Testimonial
Rajesh Varadarajan
Ciprian is very proactive in providing high-level updates on upcoming investment opportunities and on existing investments — positive or negative. The follow-up calls help me make informed choices. He also brings out-of-the-box ideas that give me more strategic options. I’d definitely recommend having a chat with Ciprian to align on financial goals
Jean-Baptiste Ansaldo
Ciprian has been an invaluable asset to my financial planning. His market knowledge, punctuality, and exceptional ability to simplify complex financial concepts have helped me navigate the financial landscape with clarity.
He’s a true professional in every sense.
Erwan Grall
Ciprian took the time to build the relationship and the trust that’s fundamental for me in this type of business.
Even with the time difference, he’s always available for a short call whenever I have a question.
I’m very happy with his services and his skills in managing my wealth portfolio