Your finances, with someone who knows you.
I am Alberto Merino, Consultor Financiero para OVB: an external collaborator of OVB Allfinanz España, S.A., a tied insurance agent registered with the DGSFP under key AJ0230.
For people and families who want informed decisions, not loose products: one plan that fits together.
What we look at together
-
Savings and goals
How much you can set aside, for what, and with which horizon.
-
Protection
Your income and your family, covered for what you can’t control.
-
Retirement
Starting early is what makes the difference. We plan it with numbers, not guesses.
-
Your home
Mortgage and home-related decisions, looked at within the whole picture.
How it works
-
A first conversation
Free and with no commitment. You tell me where you are and where you want to be.
-
A look at the whole picture
Income, expenses, savings, debts and what you want to protect, in one place.
-
A plan and a follow-up
A clear proposal with the products of the companies OVB works with, reviewed with you every year.
Let’s talk
Write to me on WhatsApp or by email and we’ll find a time.
OVB Allfinanz España, S.A. is a tied insurance agency registered in the administrative register of insurance and reinsurance distributors of the DGSFP under key AJ0230, with registered office at Plaza Manuel Gómez Moreno 2, 8.º A, 28020 Madrid, tax ID A-83444562. The information on this page is general and does not constitute personalised advice or an investment recommendation.