Tu Asesor Patrimonial is the professional brand of Ignacio Roldán Abad, an independent financial advisor certified by EFPA Spain (€FP). The firm focuses on providing unbiased, personalized financial planning and investment management services. It operates as a registered agent of the regulated entity Diaphanum Valores, S.V., S.A.U., ensuring compliance with Spain's CNMV and Bank of Spain regulations. The mission is to offer transparent and client-focused financial guidance, helping clients with retirement planning, investment strategies, and achieving their long-term financial objectives.

Founded in

Mexico