Finance & Investment · Portugal

Finance & Investment Experts in Portugal

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

Finance & Investment✕📍 Portugal✕

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If you're looking for a Finance & Investment expert in Portugal, these verified professionals are a strong starting point. Their specialties include Residential Real Estate, Commercial Property Brokerage, Financial Restructuring and Tax Optimization. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.

Wes Well

Your Trusted Partner in Real Estate Investment and Brokerage

Finance & Investment 📍 Lisbon, Portugal

Residential Real EstateCommercial Property BrokerageInvestment Property Management

Joao Brunheira

Finance focused on Financial Restructuring and Tax Optimization

Finance & Investment 📍 Lisbon, Portugal

Financial RestructuringTax OptimizationInvestment Advisory

José Lima

Research in Wealth Management and Portfolio Diversification

Finance & Investment 📍 Lisbon, Portugal

Wealth ManagementPortfolio DiversificationRetirement Planning

Liyang Wen

Finance & Investment professional in Golden Visa Advisory

Finance & Investment 📍 Lisbon, Portugal

Golden Visa AdvisoryReal Estate Investment ConsultingWealth Management

Cleomar Ferraz Aliane

Real Estate Investment Analysis | Lisbon

Finance & Investment 📍 Lisbon, Portugal

Real Estate Investment AnalysisProperty ValuationMarket Trend Forecasting

Bruno Tavares

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

Finance & Investment 📍 Lisbon, Portugal

Mergers & AcquisitionsCorporate Financial StrategyInvestment Analysis

Filipe Sousa

Financial Strategy Development: Interim Cfo Services

Finance & Investment 📍 Lisbon, Portugal

Financial Strategy DevelopmentInterim CFO ServicesInvestment Analysis

Chris McKeown

Personal Financial Planning | Investment Strategy Development | Lisbon

Finance & Investment 📍 Lisbon, Portugal

Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning

Jeremy Barnard

Retirement Planning practitioner | Investment Management

Finance & Investment 📍 Lisbon, Portugal

Retirement PlanningInvestment ManagementTax Optimization

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

Fernando Lisboa

Financial Software Development | Cloud Migration Strategies | Lisbon

Finance & Investment 📍 Lisbon, Portugal

Financial Software DevelopmentCloud Migration StrategiesData Analytics for Investment

Afonso Dias Alves

Corporate Finance, Investment Strategy, and Risk Management

Finance & Investment 📍 Lisbon, Portugal

Corporate FinanceInvestment StrategyRisk Management

Joao Lisboa Santos

Wealth Management authority | Investment Portfolio Optimization

Finance & Investment 📍 Lisbon, Portugal

Wealth ManagementInvestment Portfolio OptimizationFinancial Risk Assessment

Sofia Marimba

Corporate Finance Strategy | Financial Transformation | Investment Advisory

Finance & Investment 📍 Lisbon, Portugal

Corporate Finance StrategyFinancial TransformationInvestment Advisory

Rui Tomaz Fialho

Sustainable Energy Investment | Finance based in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Sustainable Energy InvestmentFinancial Strategy DevelopmentRisk Management in Finance

António Almeida

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Lisbon, Portugal

Retirement PlanningTax OptimizationWealth Management

Tim K.

Finance professional in Wealth Management

Finance & Investment 📍 Lisbon, Portugal

Wealth ManagementPortfolio DiversificationRetirement Planning

SALLY TILLY | LinkedIn

Finance & Investment specializing in International Financial Planning

Finance & Investment 📍 Lisbon, Portugal

International Financial PlanningWealth ManagementTax Optimization

João Vinagre

Researching Physical Precious Metals Investment Strategies and SME Financial ...

Finance & Investment 📍 Lisbon, Portugal

Physical precious metals investment strategiesSME financial advisory servicesRisk management in precious metals

Miguel Alves

Corporate Finance specialist in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Corporate FinanceInvestment ManagementFinancial Risk Assessment

Pedro Sousa

Research in Personal Financial Planning and Investment Portfolio Management

Finance & Investment 📍 Lisbon, Portugal

Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning

João Ferreira

Cfo Consulting | Financial Strategy For Saas | Lisbon

Finance & Investment 📍 Lisbon, Portugal

CFO consultingFinancial strategy for SaaSInvestment analysis

Luis Fernandes

Strategic Insights for Global Investment Opportunities in Emerging Markets

Finance & Investment 📍 Lisbon, Portugal

International Investment StrategiesEmerging Markets AnalysisCross-Border Transactions

Nuno Bugarim

Corporate Finance with expertise in Investment Strategy

Finance & Investment 📍 Lisbon, Portugal

Corporate FinanceInvestment StrategyFinancial Risk Management

Cátia Santos

Fractional Cfo Services | Financial Strategy Development | Lisbon

Finance & Investment 📍 Lisbon, Portugal

Fractional CFO ServicesFinancial Strategy DevelopmentCash Flow Management

Paul Quinn

Financial Modeling: Budgeting And Forecasting

Finance & Investment 📍 Lisbon, Portugal

Financial ModelingBudgeting and ForecastingSaaS Metrics Analysis

Goncalo Dias, CFA, MSc

Investment Strategy Development professional in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Investment Strategy DevelopmentRisk ManagementPortfolio Optimization

John McNertney, CFP®

Retirement Planning and Wealth Management expert

Finance & Investment 📍 Lisbon, Portugal

Retirement PlanningWealth ManagementTax Optimization

António Nunes da Silva

Strategic Wealth Architect Transforming Financial Futures in Lisbon

Finance & Investment 📍 Lisbon, Portugal

Wealth ManagementAsset Allocation StrategiesPension Fund Advisory

Rodrigo Pezzi

Management Control — Budget Execution

Finance & Investment 📍 Lisbon, Portugal

Management ControlBudget ExecutionKPI Development

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