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Lubom�r Val�k – financial services consultant

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Independent financial planning mainly focused on young professionals. Capable to arrange a one-time deal, but prefer long-term relationship with clients.Asset management and investment strategy (mid-term and retirment strategies).Portfolio composing with focus on diversification across asset classes. Traditional and alternative investments recommended layout – 70/30.Insurance optimalization (mainly focused on life, income protection and liability insurances).Specialized insurance (property, extreme sports, professional sportsmans, long-term travellers).Disruptive technologies and fintech promoter (cryptoassets, open banking).Trusts and wealth management apprentice with overlap to legal matters.

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