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Team

Miguel Angel Soriano Sáez

  • Educator Personal Finance. AsimboloPF.
  • European Financial Planner simboloFP.
  • European Financial Advisor simboloFA.
  • Financial Educator simboloFPA.
  • Expert in real estate credit LCC.
  • Wealth Management Agent (Bank of Spain No. 4258).
  • Degree: Business Sciences.

Founder and director of CS Financial Planning, with 28 years of experience in advising and wealth management in Private Banking. Advisor and Financial Planner certified by @Efpa Spain, agent of “Great Wealth” in Bankinter, Financial Educator authorized by @Efpa Spain.

Olga Platón García.

  • Assistant Manager at CapitalSur Advisor.
  • Entrepreneur in the jewelry sector.
  • Manager of G&M Casual.
  • Account Manager advertising and creative agency Hadwaii.
  • Management at Musical Urbana S.A.
  • Master in EAE Business School.

Biography

After 28 years in the profession, I have encountered many clients with a lack of basic financial education to be able to understand the proposals I put forward, often not allowing them to adapt their financial objectives and needs to their life cycle and to deal with common issues such as balance sheets, income statements, maximizing savings, managing debt, protection and investment.

It was at that moment when I decided to dedicate part of my time to financial education and planning, combining this task with that of financial advisor, activities regulated by different regulations and fully compatible.

Financial education not as mere literacy in concepts, products or financial services, which do not generate changes and habits in citizens, but from a more practical point of view that allows citizens to change behaviors in the long term, offering security and confidence through the use of financial education and planning tools audited by a scientific method.

For this reason, and in conjunction with the “Association of Educators and Financial Planners, “AEPF”.”, I became a certified Personal Financial Planner and Educator in 2024 and became the head of the association's Southern delegation.