Giuseppe Calisi

Giuseppe is a certified financial advisor in Italy, who specializes in personalized financial planning and wealth management. His approach is rooted in a holistic and collaborative strategy, working closely with trusted accountants and attorneys to ensure clients' financial plans are seamlessly integrated.

Giuseppe holds the Chartered Financial Analyst (CFA) charter and received his Bachelor of Economics from the Università degli Studi di Siena.

For investment management, he partners with a selection of investment managers to protect and grow assets for the long term. He is also an active investor in the hospitality sector, bringing an owner-operator mindset to his advisory work that is grounded in the principle of financial independence.

He speaks English, Italian, and Spanish.