Finance & Investment · Lisbon, Portugal

Finance & Investment Experts in Lisbon, Portugal

Browse 59 verified Finance & Investment professionals based in Lisbon, Portugal on Prezlo.

Finance & Investment✕📍 Lisbon, Portugal✕

If you're looking for a verified and licensed Finance & Investment expert in Lisbon, Portugal, these trusted professionals are a strong starting point. Their specialties include Wealth Management Strategy, Financial Product Development, Wealth Management and Asset Allocation Strategies. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.

Mafalda C.

Wealth Management Strategy specialist in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Wealth Management StrategyFinancial Product DevelopmentInvestment Analysis

António Nunes da Silva

Strategic Wealth Architect Transforming Financial Futures in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Wealth ManagementAsset Allocation StrategiesPension Fund Advisory

António Almeida

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Lisbon, Portugal

Retirement PlanningTax OptimizationWealth Management

J. Mays

Streamlining Operations for Sustainable Growth in Agriculture Finance

Finance & Investment 📍 Lisbon, Portugal

Agricultural Finance ManagementPension Fund AdministrationInvestment Strategy Development

Goncalo Dias, CFA, MSc

Investment Strategy Development professional in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Investment Strategy DevelopmentRisk ManagementPortfolio Optimization

Miguel Alves

Corporate Finance specialist in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Corporate FinanceInvestment ManagementFinancial Risk Assessment

Cleomar Ferraz Aliane

Real Estate Investment Analysis | Lisbon

Finance & Investment 📍 Lisbon, Portugal

Real Estate Investment AnalysisProperty ValuationMarket Trend Forecasting

Henrique Silveira Esteves

Leading Finance voice in EU Funding Advisory and Financial Management Consulting

Finance & Investment 📍 Lisbon, Portugal

EU funding advisoryFinancial management consultingTax optimization strategies

Paul Quinn

Financial Modeling: Budgeting And Forecasting

Finance & Investment 📍 Lisbon, Portugal

Financial ModelingBudgeting and ForecastingSaaS Metrics Analysis

Daniel Rentschler

Finance & Investment leader in Investment Portfolio Management and Risk Assessment And Mitigation

Finance & Investment 📍 Lisbon, Portugal

Investment Portfolio ManagementRisk Assessment and MitigationRetirement Planning

Ross Cooper

Investment Strategy Development | Risk Management Consulting | Portfolio Optimization

Finance & Investment 📍 Lisbon, Portugal

Investment Strategy DevelopmentRisk Management ConsultingPortfolio Optimization

Filipe Sousa

Financial Strategy Development: Interim Cfo Services

Finance & Investment 📍 Lisbon, Portugal

Financial Strategy DevelopmentInterim CFO ServicesInvestment Analysis

Jan Parys

Finance & Investment | Wealth Management Strategy

Finance & Investment 📍 Lisbon, Portugal

Wealth Management StrategyInternational Market AnalysisClient Relationship Management

Filipe Cadilhe

Finance & Investment leader in Residential Property Investment and Commercial Real Estate Advisory

Finance & Investment 📍 Lisbon, Portugal

Residential Property InvestmentCommercial Real Estate AdvisoryFinancial Portfolio Management

Jose Pereira

Corporate Finance, Financial Strategy Development, and Market Access Optimization

Finance & Investment 📍 Lisbon, Portugal

Corporate FinanceFinancial Strategy DevelopmentMarket Access Optimization

Patrícia Valente

Research in Ai-Driven Investment Solutions and Financial Analytics

Finance & Investment 📍 Lisbon, Portugal

AI-Driven Investment SolutionsFinancial AnalyticsRisk Management Strategies

Sofia Marimba

Corporate Finance Strategy | Financial Transformation | Investment Advisory

Finance & Investment 📍 Lisbon, Portugal

Corporate Finance StrategyFinancial TransformationInvestment Advisory

Bruno Tavares

Finance & Investment focused on Mergers & Acquisitions and Corporate Financial Strategy

Finance & Investment 📍 Lisbon, Portugal

Mergers & AcquisitionsCorporate Financial StrategyInvestment Analysis

Carolina Paixão

Finance & Investment leader in Securities Transfers and Wealth Management Operations

Finance & Investment 📍 Lisbon, Portugal

Securities TransfersWealth Management OperationsClient Relationship Management

Liyang Wen

Finance & Investment professional in Golden Visa Advisory

Finance & Investment 📍 Lisbon, Portugal

Golden Visa AdvisoryReal Estate Investment ConsultingWealth Management

John McNertney, CFP®

Retirement Planning and Wealth Management expert

Finance & Investment 📍 Lisbon, Portugal

Retirement PlanningWealth ManagementTax Optimization

Daniel Dias

Strategic Investment Consultant Driving Growth and Innovation at Mercer

Finance & Investment 📍 Lisbon, Portugal

Portfolio ManagementRisk AssessmentInvestment Strategy Development

Pedro Sousa

Research in Personal Financial Planning and Investment Portfolio Management

Finance & Investment 📍 Lisbon, Portugal

Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning

Ana C. Q. Mantovani

Cross-Border Real Estate Investment — Market Analysis For Uk & Portugal

Finance & Investment 📍 Lisbon, Portugal

Cross-border real estate investmentMarket analysis for UK & PortugalPortfolio diversification strategies

Cátia Santos

Fractional Cfo Services | Financial Strategy Development | Lisbon

Finance & Investment 📍 Lisbon, Portugal

Fractional CFO ServicesFinancial Strategy DevelopmentCash Flow Management

Paulo Soares de Pinho

Corporate Finance authority | Investment Strategies

Finance & Investment 📍 Lisbon, Portugal

Corporate FinanceInvestment StrategiesMergers and Acquisitions

Miguel Carvalho

Finance & Investment leader in Luxury Investment Consulting and Business Strategy Development

Finance & Investment 📍 Lisbon, Portugal

Luxury Investment ConsultingBusiness Strategy DevelopmentMarket Analysis for Premium Brands

Jeremy Barnard

Retirement Planning practitioner | Investment Management

Finance & Investment 📍 Lisbon, Portugal

Retirement PlanningInvestment ManagementTax Optimization

Vítor Machado

Residential Property Investment | Commercial Real Estate Advisory | Market Analysis And Trends

Finance & Investment 📍 Lisbon, Portugal

Residential Property InvestmentCommercial Real Estate AdvisoryMarket Analysis and Trends

Nuno Allen

Financial Reporting | Strategic Planning

Finance & Investment 📍 Lisbon, Portugal

Financial ReportingStrategic PlanningRisk Management

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