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About me

Massimiliano Silla
Independent Financial
Advisor – CFP®

Choosing me as your financial advisor means relying on an autonomous professional with 26 years of experience.

About me

Massimiliano Silla
Independent Financial
Advisor

Choosing me as your financial advisor means relying on an autonomous professional with 25 years of experience.

An independent consultation can reduce the costs associated with the management of assets and financial portfolios.

My solid experience in the financial and banking sector began in 1998 with my registration in the register of financial advisors authorized for off-premises offerings (formerly financial promoters). Throughout my personal and professional growth, in addition to continuous training certificates required by law, I have earned a Master’s Degree in Technical Analysis and an Executive Master in Consulting and Estate Planning. I am currently registered in the register of independent financial advisors – with OCF Resolution No. 2425 dated 19/03/2024 – which supervises my actions to ensure that I maintain the standards of integrity and professionalism.

+25

Years of experience

+400

Clients in Italy

Among the first CFP® professionals in Italy.

I am a CFP® certified professional, a prestigious title that attests to my constant commitment to competent and ethical financial planning practice. The CERTIFIED FINANCIAL PLANNER™ certification program, officially introduced in Italy only in 2023, was developed in the United States in the early 1970s by FPSB, the Financial Planning Standards Board, the international body that establishes, upholds, and promotes the highest professional standards for financial planning worldwide. I am among the first independent Italian advisors to have obtained the CFP® certification, and as such, I provide my clients with services that adhere to the aforementioned standards of education, experience, and professional development.

As an independent financial advisor, I don’t sell products, I offer free investment choices.

I assist clients across the entire national territory, offering my financial consulting and planning services remotely as well, online and in encrypted environments to ensure maximum privacy and data protection.

I firmly believe in a proactive collaboration based on direct and continuous dialogue between myself and the investor, which is essential for developing strategies centered on their needs and ambitions, enhancing their financial literacy, and making them aware of the choices made.

Since 2024, I have been registered with the Italian Association of Financial Educators (AIEF), founded and formed by experts who work together to promote knowledge of financial, economic, and insurance dynamics.

Independent
Financial Advisor

  • Works solely for the client: has no relationships with banks and sales networks
  • Has a comprehensive view of the client’s entire wealth
  • Is focused on the service and the client’s objectives
  • Is free to recommend any investment
  • Is paid directly by the client on a fee basis

Traditional
Financial Advisor

  • Works for a bank or sales network
  • Has a limited view of the client
  • Is focused on the financial product
  • Places financial products promoted by the bank or sales network
  • Receives commissions on sales of financial products

About me

Massimiliano Silla
Consulente Finanziario
Indipendente

Scegliere me come consulente finanziario significa affidarsi a un professionista autonomo con 25 anni di esperienza.

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