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Petr Kozelský

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E: petr.kozelsky@sbelter.cz

Region:

Capital City of Prague
The Central Bohemian Region

Adresa:

Jungmannova 748/30,
110 00 Praha

Moje specializace:

Poradenství v oblasti investování a správy majetku.
Finanční vzdělávání úspěšných klientů.

For 15 years, I have been building relationships that lead to trust, which is the foundation of successful and long-term collaboration, not only in finance.

"I ENJOY MONEY BECAUSE IT IS THE ONLY LANGUAGE IN THE WORLD THAT EVERYONE UNDERSTANDS."

Over the years, I have found that most of my clients are very successful in building their wealth. However, after a while, they may not know how or have the time to further manage their assets. Therefore, I try to show my clients options for properly protecting or increasing their wealth so that it can work for them or future generations in the long run.

"CREATING WEALTH IS WORK. TAKING CARE OF IT IS AS WELL."

I entered the world of finance in 2006 as a stockbroker. Subsequently, I worked for 8 years in the financial sector as a private banker and investment advisor.

In 2008, I personally experienced, along with my clients, the second-largest financial crisis in history. Looking back, I see it as the best experience that no one can prepare you for.

After years in large corporations, I decided to use my long-term experience and relationships with clients to go my own way, which makes the most sense for both sides.

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