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.

You can find his ADV Part 2B here.