Our Story
Why We Created
Why We Created
Avansera
A family-founded firm built on one belief: quality financial knowledge is the biggest driver of financial success and should be accessible to everybody.
A family-founded firm built on one belief: quality financial knowledge is the biggest driver of financial success and should be accessible to everybody.
After years at the top of institutional finance, we started asking ourselves a question a lot of people ask mid-career: is this work actually helping anyone?
Our clients had always been large, anonymous, corporate. The kind where your work disappears into a system and you never see the human on the other side.
Then the people closest to us started asking for help. Not with portfolios worth millions, but with the everyday financial questions that nobody had ever helped them answer. We watched something shift every time we sat down with them. Their financial worry became excitement and they felt confident about the future. This turned out to be the most meaningful work we had ever done.
Work With UsWe recognize that behind every business there is a community. That is why we put people at the heart of everything we do.
Financial literacy should not be a privilege. We believe that by providing financial education, we empower communities and improve people's wellbeing.
We believe that as part of the financial industry we carry social responsibility. We aim to lead by example by only doing business that we can feel good about.
Making fractional CFO expertise and institutional financial consulting accessible to the businesses and nonprofits that need it most.
Formerly working in industry serving ultra-high net worth clients and later directing financial planning management for a small non-profit organization, our founder is passionate about bringing her all to the roles she works in. She leads our educational programmes, and enjoys working directly with communities to serve their unique needs.
Trained in quantitative finance at University College London, he began his career trading equities and derivatives — helping major companies raise capital and contributing to the management of a portfolio exceeding $1B. He later moved into risk management, where he developed a deep intuition for credit and market risk, working to reduce exposure across a $20B portfolio.
No commitment. Tell us about your goals and let's discuss how we can help.