Or Patreanu FAQ

Or Patreanu FAQ works closely with clients to understand their financial objectives, risk tolerance, and time horizon. Based on this information, she develops personalized financial plans and investment strategies to help clients achieve their goals.

Yes, Or Patreanu is a certified financial planner (CFP®), demonstrating her expertise in financial planning, investment management, and ethical standards in the industry.

Or Patreanu serves a diverse clientele, including individuals, families, business owners, and professionals. Her services are tailored to meet the unique needs and circumstances of each client.

Or Patreanu’s investment philosophy emphasizes a disciplined approach to asset allocation, diversification, and risk management. She focuses on long-term wealth accumulation while minimizing downside risk.

Or Patreanu may charge clients based on a fee-only, fee-based, or commission-based structure, depending on the services provided and client preferences. She is transparent about her fee structure and ensures that clients understand the costs involved.

Yes, Or Patreanu offers initial consultations for individuals interested in exploring her financial advisory services. During the consultation, you can discuss your financial goals, concerns, and expectations to determine if Or’s services are a good fit for your needs.

Or Patreanu often shares valuable financial insights, tips, and market updates through her blog, newsletter, and social media channels. Clients can subscribe to her newsletter or follow her on platforms like LinkedIn or Twitter to stay informed about relevant financial information.