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Barbara Valte
Personal financial consultant
»The essence is invisible to the eyes, it is necessary to look with the heart.«
ABOUT ME
MY PATH

A team of consultants from the company with whom she participates on a daily basis could describe her as »chameleon«.  

Especially because of the fact that she always put herself in the »skin« of her clients and look at, and above all understand the current situation from client’s point of view.  

With more than a decade of rich experience and specific knowledge in the financial and insurance field, she is able to find fast and on the long-term very effective solutions to the challenges, wishes and needs of her clients.  

We could say that the function of a personal financial advisor is her mission, which »draws« smiles on the faces of individuals who need help.

Acquired knowledge and licenses:
  • licensed insurance consultant (ISA, 2012)
How can Harvest personal financial consultants help you?
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We have already helped over 60,000 satisfied clients.
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More than 50 licenzed, reliable financial experts.
WITH INDIVIDUAL APPROACH
We are committed to the highest ethical standards.
Check how we can help you manage your personal and business finances.
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