Get to know us


Welcome

My name is Raffaele Nardi. I am a financial planner, mortgage broker and I have been a member of the IQPF since 2004. I worked in the banking sector for twelve years, after which I joined the Investia family in 2013 with the aim of advising my clients independently.


My strength lies in my ability to take all the time necessary to present you with all your options to ensure that you make wise and informed financial decisions.

Over the past eight years, my team and I have built a professional network of accountants, notaries and lawyers to guide you through the most critical stages of your life. Do not hesitate to contact us if you have any questions or need a second opinion. We will be happy to advise you.

Thank you! We look forward to hearing from you.

Why choose us?

We are personal finance professionals, generalists who analyze the intricate aspects of our client's financial situation to develop a personalized action plan and refer them to the appropriate specialists as needed.


We serve as a sounding board for our clients and help them think through the best ways to move forward in all areas of their financial life.

Book a consultation
Share by: