Conoce a Kaptan

Asesor financiero dedicado a ayudarte a planear tu retiro desde joven, con confianza y claridad.

Modern young professional offering financial guidance with a clean, minimalist background in brand colors.
Modern young professional offering financial guidance with a clean, minimalist background in brand colors.

150+

15

Clientes felices

Confianza real

Experiencia laboral

He asesorado a jóvenes profesionales en la planificación de su retiro con planes personalizados de Allianz.

Comprometido con tu futuro financiero.

Trayectoria

Asesor financiero

Allianz

2018 - Presente

Diseño planes de retiro adaptados a cada cliente joven.

Consultor junior

Finanzas

2016 - 2018

Apoyé en análisis financieros y atención a clientes.

A modern office desk with financial documents, a laptop, and a cup of coffee, reflecting a young professional's workspace.
A modern office desk with financial documents, a laptop, and a cup of coffee, reflecting a young professional's workspace.

Mi viaje

Momentos que definen mi compromiso contigo.

A candid photo of Kaptan consulting with a young client in a modern office with blue and coral accents.
A candid photo of Kaptan consulting with a young client in a modern office with blue and coral accents.
Close-up of hands exchanging a retirement plan brochure with Allianz branding.
Close-up of hands exchanging a retirement plan brochure with Allianz branding.
Kaptan smiling confidently while working on a laptop in a minimalist workspace.
Kaptan smiling confidently while working on a laptop in a minimalist workspace.
A sleek, modern desk setup featuring a tablet displaying financial charts in shades of #0c2d48 and #ff6b6b.
A sleek, modern desk setup featuring a tablet displaying financial charts in shades of #0c2d48 and #ff6b6b.
A young professional couple reviewing their retirement plan documents together.
A young professional couple reviewing their retirement plan documents together.
An inspirational cityscape at dusk with deep blue and warm coral lighting reflecting the brand colors.
An inspirational cityscape at dusk with deep blue and warm coral lighting reflecting the brand colors.
Contacto

Hablemos de tu futuro financiero hoy

Email

Teléfono

hola@kaptan.mx

+52 55 1234 5678

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