I started gaining my first experience in financial advisory in 2013 at a large MLM company. After less than 2 years I decided to leave MLM and after a short stop at the Wustenrot I headed to the internal distribution of the financial group AXA. I worked here as a sales team manager for more than 6 years and although my group managed to regularly rank among the top 3 teams in the country, I ended this phase as well. The reason was the very nature of the internal distribution, in which I could not provide the kind of service to clients that I would have imagined.
We founded 4poradci to test whether our idea of how financial advice should work would be successful among our clients. As I believe that the professional aspect is extremely important for quality work, I have held the EFA (European Financial Advisor) title since 2019, which today has approximately 320 advisors in the Czech Republic across all financial institutions.
My journey in financial consulting began 10 years ago with a brokerage firm. I couldn't identify with the vision of this firm, so I decided to make a change. I went to the USA for an experience, but I didn't imagine that I would spend my whole life there.
One day Marek approached me with an opportunity to work in the internal distribution of AXA insurance company. I did not hesitate, because I trust him. We were satisfied there for more than 5 years, but we always knew that one day we would go our own way. The feeling of freedom is priceless. Independence from one financial institution offers my clients a choice.
I am a financial advisor and my goal is to set my clients on the path that I am on. The ideal scenario is that my clients will age with me and together we will reach the end of this journey, which represents a state of financial independence. In my spare time, I am an active athlete who will not back down from any challenge. I have been playing football since I was 7 years old, I am also into fitness and I would love to play golf with you.
I became interested in finance at the age of 15 when I started at the Business Academy in Ostrava. Thanks to economics classes, I started to get to know financial instruments such as stocks, bonds, gold and crypto. At that time I started experimenting with stocks and cryptocurrencies, especially bitcoin. I had some bright moments, but due to my ignorance, the dark ones prevailed. These experiences are a great help to me today when communicating with clients. The combination of choosing high school and experimenting with financial instruments contributed to the fact that investments are now my passion. Every investment advisor has a different view on the subject, but we have agreed that the most important aspect in our clients' portfolios is the safety of the funds invested. I am currently continuing my studies in economics at VŠB-TU in Ostrava. I am preparing for the European Financial Advisor certification exam.