Your Financial Partner
Strategic financial decisions for your future.
I help clients build a clear financial strategy, protect their assets, and achieve long-term goals. My work is based on professionalism, discretion, and a truly individual approach to every client.
satisfied clients
years of experience
billion in arranged financing
About Me
Your Personal Financial Advisor
We specialize in financial planning and credit advisory with over 7 years of experience. We help clients achieve their financial goals through tailored solutions — from mortgages and investments to insurance and business advisory.
My goal is not to sell a product — but to understand where you are heading and help you get there. Whether you are dealing with a mortgage, investments, insurance, or a comprehensive financial plan, I approach each situation individually and with full commitment.
My Values
Trust
CNB license and EFPA certification ensure a professional and ethical approach.
Personalized Approach
Solutions tailored to each client according to their needs and goals.
Transparency
Clear terms and open communication at every step of our cooperation.
Long-term Growth
Strategy focused on achieving your financial goals over time.
Professional Development and Certification
I hold the PFP (Personal Financial Planner) certification from EFPA CR — one of the most prestigious professional certifications in financial planning in Europe. This certificate confirms not only professional knowledge but also an ethical commitment to clients. I regularly participate in professional training and conferences to stay up-to-date and offer you current and relevant solutions.
Certificates
My Personal Philosophy
I believe that finance is not just about numbers — it is about freedom, security, and opportunity. Everyone deserves clarity in their finances and knowing that their future is in good hands.
My philosophy is to build long-term relationships based on trust and mutual respect. I am not a salesperson — I am your partner on the path to financial independence. That is why I work independently and always seek the best solution for you.
I measure success by the satisfaction of my clients, not by the number of contracts signed. Every consultation, every plan, and every recommendation is based on a deep understanding of your situation and goals.
Results
Numbers That Speak for Themselves
Client Families
M CZK Under Management
M CZK Mortgage Volume
How It Works
Cooperation in 5 Steps
Contact Us
Fill out the form with your financial needs and goals.
Book an Appointment
Choose a convenient time slot that works for you.
Free Consultation
15-minute introductory consultation — we assess mutual expectations.
Proposal & Implementation
We prepare and implement a solution tailored to your needs.
Ongoing Support
Free access to seminars, training, and ongoing advisory.
“S finančním poradcem jsem měla skvělou zkušenost při vyřizování hypotečního úvěru. Celým procesem mě provedl naprosto profesionálně, vše podrobně a srozumitelně vysvětlil a pomohl mi vybrat nejvýhodnější možnost. Oceňuji jeho ochotu, rychlou komunikaci a lidský přístup, díky kterému pro mě byla hypotéka mnohem méně stresující. Vše proběhlo hladce a bez zbytečných starostí. Mohu ho upřímně doporučit každému, kdo hledá spolehlivého odborníka na hypotéky.”
“Hodně příjemný, ochotný a nejdůležitější profesionální poradce. Všechno zařídil a splnil náš sen - máme teď hezký byt! Rozhodně doporučuji 👍”
“Doporučuji všem vám spolupracovat s Edgardem ,velmi chytrej a rád pomůže.Nam z manželem hodně pomohl.Je příjemný muž,a zná svoji práci .”
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FAQ
Got Questions? We Have Answers
Is the initial consultation free?
Yes, the first 15-minute consultation is completely free and non-binding. It serves to get to know each other and assess whether we can help you.
How much do your services cost?
Most of our services are covered by the financial institutions we partner with. For specific services like financial plans, we will inform you of the price upfront during the initial meeting.
Which institutions do you work with?
We cooperate with more than 20 banks, insurance companies, and investment firms in the Czech market, allowing us to find the best solution for you.
How long does mortgage processing take?
Typically 2–4 weeks from the first meeting to approval. In urgent cases, we can significantly speed up the process.
Can I contact you as an entrepreneur?
Of course. We offer comprehensive financial advisory for entrepreneurs including business loans, insurance, and investment planning.
What is your experience with investments?
We have experience with a wide range of investment instruments — from conservative funds and ETFs to dynamic strategies. We always start from your risk profile.
Can I become your partner?
Yes, we are looking for motivated people who want to build a career in financial advisory. We offer complete training, mentoring, and fair cooperation terms.
What does the family office approach mean?
We provide comprehensive service — from financial planning through legal services and property valuations to business advisory. Everything in one place.
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"A consultation with me is your path to financial growth."