The road to a secure financial future

Why Vertizon?

Starting from our experience, we have developed a company that it’s using strong financial knolwedge, our know-how, various financial instruments, time and energy in order to support our clients to achieve their goals and to meet their ongoing financial needs.

From day-to-day expenses to long-term budget forecasting, financial knowledge is crucial for managing these factors. It is important to plan and save enough to provide adequate income on a monthly basis, while avoiding high levels of debt that might result in bankruptcy, defaults, and foreclosures. We are here to support you in taking the best decisions for your financial life.

People for people. Togheter we can achieve your financial goals.

Vertizon's main objectives

The most important pillars of finance

How to build

your own budget

How to build

your own budget

How to build your own budget

Financial Planning

How to build

your own budget

How to build

your own budget

Monitoring your spendings and alternative ways to minimalize your expenses

Spending Planning

How to build

your own budget

How to build

your own budget

Creating a savings budget and how to manage it

Methods of Savings

How to build

your own budget

How to build

your own budget

Whether you choose to invest in stocks, bonds, ETFs, mutual funds and other financial instruments on the Stock Exchange, or you are planning to open a bank deposit or invest in government bonds, we are here to support you in choosing the best option for your achieving your financial goals.

Investments

The benefits of partnering with us

The basic principles for a healthy financial mindset

All of your financial decisions and activities have an effect on your financial health. It’s always important to consider what we should be doing—in general—to help improve our financial health and habits. We will focus on discussing the most important principles to follow that can help get you on track to achieving whatever your financial goals may be.

Rules and principles for managing financial resources

Making a personal budget, tracking your spending, saving for retirement, saving for emergencies, planning to pay off the debt, diversifying your portfolio, and continuously educating yourself are only a few rules to follow in order to manage better your money. Together we will deep dive into these concepts and build a personal finance plan.

Savings

Savings simply refers to the money you've earned that remained left over after all of your spending and other expenses have been completed. Savings are highly liquid and available for immediate use, so it is important to have a saving account and moving forward we will find together different ways to grow your monthly income.

Financial Planning and reducing your expenses

By creating a personalized financial plan for you, we can build together your budget and apply different methods to reduce your daily and monthly expenses.

Investments

If you want to build your first investment portfolio or diversify it, by following our investment advice you can achieve your goals faster.

The motivation to achieve your personal objectives

We know how hard is to keep your motivation at a high level, so by setting a personalized financial plan with simple rules to follow, we can help to meet your personal objectives as soon as possible.

Long-term financial consulting

Our commitment to our clients is one of long duration, so that we have a highly productive collaboration in order for reaching the desired goals.

Andrei Munteanu

Business-minded Finance manager with over 9+ years of experience in multinational companies, in the financial forecast, budgets, pricing analysis, investments analysis and financial reporting. Results-oriented with a proven track record of working collaboratively with team members to achieve goals.

With a bachelor’s degree in Finance, Assurance, Banks and Stocks exchange at Bucharest University of Economic Studies and with a master’s degree in Business Administration at the same university, I always had a predilection for numbers and financial analyses. With a developed analytic thinking, in the last years, I have managed to build a strong portfolio on Bucharest Stock Exchange and on New York Stock Exchange.

In a market economy, which is continuously developing and moving, people's lives began to revolvemore and more around the financial part, so a strong foundation of financial education can help support various life goals, such as saving for education or retirement, using debt responsibly, and running a business.