{"id":202,"date":"2025-07-31T13:20:01","date_gmt":"2025-07-31T11:20:01","guid":{"rendered":"https:\/\/financialplanning.adrirodrigom3.es\/?page_id=202"},"modified":"2025-12-31T12:48:41","modified_gmt":"2025-12-31T11:48:41","slug":"equipo","status":"publish","type":"page","link":"https:\/\/financialplanning.adrirodrigom3.es\/en\/equipo\/","title":{"rendered":"Team"},"content":{"rendered":"
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Miguel Angel Soriano S\u00e1ez<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tEducator <\/strong>Personal Finance. A\"simbolo\"PF.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tEuropean Financial Planner \"simbolo\"FP.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tEuropean Financial Advisor \"simbolo\"FA.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tFinancial Educator \"simbolo\"FPA.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tExpert in real estate credit LCC.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
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  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tDegree: Business Sciences.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    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 \u201cGreat Wealth\u201d in Bankinter, Financial Educator authorized by @Efpa Spain.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    Olga Plat\u00f3n Garc\u00eda.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tMaster in EAE Business School.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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      Biography<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      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.<\/p>

      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.<\/p>

      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.<\/p>

      For this reason, and in conjunction with the \u201cAssociation of Educators and Financial Planners, \u201cAEPF\u201d.\u201d<\/strong>, I became a certified Personal Financial Planner and Educator in 2024 and became the head of the association's Southern delegation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

      Miguel Angel Soriano S\u00e1ez Educador Financiero Personal. APF. Planificador Financiero Europeo FP. Asesor Financiero Europeo FA. Educador Financiero FPA. Experto en cr\u00e9dito inmobiliario LCC. Agente Grandes Patrimonios. (Banco de Espa\u00f1a N\u00ba 4258). Titulaci\u00f3n: Ciencias Empresariales. Fundador y director de CS Financial Planning, con 28 a\u00f1os de experiencia en el asesoramiento y gesti\u00f3n de patrimonios en […]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_joinchat":[],"footnotes":""},"class_list":["post-202","page","type-page","status-publish","hentry"],"yoast_head":"\nEquipo - CS Financial Planning<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Equipo - CS Financial Planning\" \/>\n<meta property=\"og:description\" content=\"Miguel Angel Soriano S\u00e1ez Educador Financiero Personal. APF. Planificador Financiero Europeo FP. Asesor Financiero Europeo FA. Educador Financiero FPA. Experto en cr\u00e9dito inmobiliario LCC. Agente Grandes Patrimonios. (Banco de Espa\u00f1a N\u00ba 4258). Titulaci\u00f3n: Ciencias Empresariales. 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