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ITENSQ
Consulenza Finanziaria Cela

Build, protect,
pass on

A tailored wealth strategy, built with method and a long-term vision.
A reference point to orient investments, tax, protection and generational transfer.

Client paths

Where should we start?

Every wealth situation has a different structure. Start from the area closest to your needs and move through the site with more clarity.

01

Families

Goals, protection, children, home and generational transfer.

 02

Professionals

Variable income, pension planning, taxation and personal protection.

 03

Companies

Business liquidity, partners, key people and continuity.

 04

Wealth & succession

Investments, property, insurance, taxation and transfer.
Dashamir Cela, financial advisor
The advisor

Dashamir Cela

A tailored wealth strategy, built with method and a long-term vision. A reference point to orient investments, tax, protection and generational transfer.

On the chessboard you don't win by sacrificing your own pieces, but by protecting them and bringing out the role of each one through strategy. That same philosophy has always guided my path. Born in Albania and raised in Italy, I turned a strong youthful curiosity about the economy, innovation and people into my professional mission. Today I see finance and technology as my chessboard: two complex worlds that I bring together in search of the most important move — putting people at the centre and helping them reach their goals.

I graduated in Economics and Finance at the University of Rome Tor Vergata, hold Master's degrees in Wealth Management, Longevity Planning and Banking Consulting, and I am a financial advisor registered with the Italian OCF register, registration no. 633345, as well as registered with the IVASS RUI, section E, no. E000761134.

My professional experience is rooted in day-to-day work on planning, listening and long-term relationships, with attention to family wealth, professional needs and continuity over time.

Continuous learning is part of the method: over 150 international university courses, from Portfolio & Investment Management to Fintech, Business Intelligence, Cybersecurity and Artificial Intelligence, with more than 30 specialisations and 8 professional certificates. I am also EFPA EIP and ESG Advisor certified.

OCF Register

Financial advisor authorised to provide out-of-office advice, registered with the Italian OCF register under no. 633345.

Academic background

Degree in Economics and Finance (Tor Vergata, Rome). Master's in Wealth Management, Longevity Planning and Banking Consulting.

Field experience

Financial advisor registered with the IVASS RUI, section E, no. E000761134, for insurance-related activity within the limits set by applicable rules.

EFPA certifications

European Investment Practitioner (EIP) and ESG Advisor: European standards of advisory quality and sustainable-investment expertise.

Innovation & technology

EITCA Artificial Intelligence Programme, Certified Generative AI in Finance & Banking and Cryptocurrency Expert: tomorrow's finance, studied today.

The approach

Wealth is steered
with a plan

Markets reward those who set a course and hold it. That is why every strategy starts from clear rules defined in advance (target allocations, horizons, rebalancing), not from the mood of the moment.

«Determination, Discipline, Dedication: three words worth more than any market forecast.»

The CFC method

People first

Before instruments come goals: family, projects, life horizon. The strategy is built around you.

Method and rules

Accumulation plans, scheduled rebalancing, periodic reviews: decisions made with a cool head, executed with consistency.

Education

A client who understands their choices stays the course even in difficult moments. Education is part of the advice.

The full picture

Investments, tax, protection, property and succession are not separate boxes: they are designed together.

Services

Every piece has its role

As on a chessboard, a wealth strategy wins when every element works in coordination with the others.

Wealth managementThe Queen · the most versatile piece

Tailor-made portfolio construction and management: risk profile, global diversification, cost control and periodic course reviews.

Investment strategyThe Knight · the unexpected move

Asset allocation, accumulation plans, thematic and long-term opportunities: choices grounded in analysis, never in the euphoria of the moment.

Tax optimisationThe Bishop · the efficient diagonal

Tax planning for investments and wealth: instrument efficiency, management of capital gains and losses, regimes and deadlines.

Insurance protectionThe Rook · the fortress

Risk analysis across person, income and assets, with cover coordinated with the overall strategy: protection comes before returns.

Succession planningThe King · what must be protected

Generational transfer, protection tools and continuity of family wealth: the game is also won beyond one's own horizon.

The method

Three moves, one single game

Move I

Listening and analysis

Goals, horizon, current wealth and risk tolerance. Before proposing, understanding: the complete picture of your position.

Move II

Tailored strategy

A written plan, with clear allocations, instruments, costs and rules of engagement. You always know what you own and why.

Move III

Monitoring and discipline

Periodic reviews, scheduled rebalancing and constant dialogue, especially when markets test your nerves.

Financial education

Finance, explained well

Every week on Instagram: the ideas that move markets and savings, translated into plain language, with no promises and no shortcuts. Because an informed investor is a calmer investor.

  • Educational carousels on economics, markets and the psychology of investing
  • History of finance, bubbles and lessons from past crises
  • Practical tools: tax, pensions, planning
Follow me on Instagram
CFC

«Knowledge is the first return on any investment.»

@consulenzafinanziariacela

Frequently asked questions

Before we begin

Answers to the questions I'm asked most often. For everything else, the best way is still a conversation.

How does the first meeting work?
It's a no-obligation introductory conversation: we talk through your situation, your goals and your questions, to see whether and how I can help. From there we decide the next steps together, with any costs always set out in full transparency.
Do I already need significant wealth?
No. The method adapts to different stages and goals: those starting to build, those who want to protect what they have, and those thinking about how to pass it on. The will to plan with method matters more than the starting figure.
What does being registered with the OCF mean?
The OCF maintains the single register of Financial Advisors, the public register required by Italian law. Registration certifies the requirements of professionalism and integrity and the authorisation to provide out-of-office advice, under Consob supervision.
Do you work only in Rome or also remotely?
I am based in Rome, but I also work with clients online and out-of-office, across Italy. Meetings can take place in person or by video call, whichever suits you best.
Will you tell me which products to buy?
The first contact is not a sales conversation. It is meant to understand goals, priorities and personal situation; any solutions are assessed only within an individual advisory process, in compliance with applicable rules and with no promise of returns.
Is my financial information safe?
Yes. Confidentiality and data protection are part of the method: every piece of information is handled with the utmost discretion and in compliance with the European data protection regulation (GDPR).
Contact

The first step is
a conversation

A get-to-know-you call, with no obligation: we look at your situation together and see whether and how I can help. No immediate proposal: just listening, method and clarity.

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