About me Approach Services Who I work with Method Education FAQ
Book a consultation
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.

Book a consultation
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.
The advisor

Dashamir Cela

Dashamir Cela, financial advisor

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 I bring together while always looking for the most important move, which is 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. I have taken 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, to study tomorrow's finance today.

Rome and online

Financial advisor in Rome

If you are looking for a financial advisor in Rome, my work always starts the same way, by understanding where you are today and where you want to go. From there comes a tailored wealth plan that brings together investments, insurance protection, taxation and generational transfer.

I am based in Rome and also work with clients online across Italy. The first meeting is introductory and helps put goals, time horizon, current wealth and priorities in order, with no promise of returns and no ready-made solutions.

RomeLazioOnlineOCF
Book a consultation

Integrated wealth advice

Portfolio, taxation, protection and succession are read together, to avoid isolated decisions and build a coherent strategy.

A clear, verifiable method

Every choice is linked to goals, timing, risks, costs and monitoring rules, so you always know why a move is made.

Meetings in Rome or remotely

We can work through in-person, online or out-of-office meetings, choosing the format that best suits your situation.

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.

People first

Before instruments come your goals, your family and your plans for life. The strategy is built around you.

Method and rules

Accumulation plans, scheduled rebalancing and periodic reviews help you make decisions with a cool head and carry them through consistently.

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, which is why they are designed together.

«No one can predict the markets. But determination, discipline and dedication are up to us.»

The CFC method
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, starting from your risk profile, with global diversification, cost control and periodic course reviews.

Investment strategyThe Knight · the unexpected move

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

Tax optimisationThe Bishop · the efficient diagonal

Tax planning for investments and wealth, with attention to instrument efficiency, the management of capital gains and losses, tax regimes and deadlines.

Insurance protectionThe Rook · the fortress

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

Succession planningThe King · what must be protected

Generational transfer, protection tools and continuity of family wealth. Some games are won beyond one's own horizon.

Who I work with

People, families and businesses

Planning changes shape depending on who is in front of you. A professional, a family, an entrepreneur or a company have different needs, but the same need for method, protection and continuity.

Individuals and families

For those who want to build, protect and pass on family wealth with a clear strategy.

What I offer
Analysis of the current situation, definition of family goals, organisation of liquidity, investment planning and cover consistent with income, family and your children's future.

Expected outcome
An orderly view of priorities, so you know what to keep available, what to invest, what to protect and how to prepare the generational transfer without improvising.

  • Family goals
  • Investments and protection
  • Generational transfer

Professionals

For those with variable income, growing responsibilities and the need to keep private life and work properly separate.

What I offer
Planning of reserves, pensions, income protection and management of personal investments, taking into account variable earnings and tax commitments.

Expected outcome
A more solid balance between liquidity, wealth growth and personal security, with a strategy that stays readable even at times of greater professional pressure.

  • Liquidity and reserves
  • Pensions and protection
  • Tax planning

Companies

For businesses, partners and directors who want to coordinate company and personal wealth.

What I offer
Analysis of business liquidity, protection of partners and key people, assessment of insurable risks and coordination between the company's assets and the entrepreneur's personal wealth.

Expected outcome
Greater continuity and control, thanks to more orderly company resources, consistent protection and a clearer path for growth, business succession or the protection of partners.

  • Protection of partners and key people
  • Liquidity management
  • Continuity and business succession

Complex wealth

For those who need to hold together investments, property, insurance, taxation and succession.

What I offer
A complete map of your wealth, risk analysis, coordination between financial and insurance instruments, attention to taxation, family continuity and an orderly transfer of assets.

Expected outcome
A single, understandable direction, helping you make wealth decisions with more method and less dispersion across instruments, deadlines and counterparts.

  • Integrated view of wealth
  • Risk control
  • Ongoing monitoring
The CFC method

A compass for every decision

The method is not designed to predict the market, but to avoid isolated decisions. Every choice is linked to goals, timing, risks, costs and monitoring rules.

  1. Listening

    Goals, horizon, family, business and priorities are put in order. Before proposing anything, I want the complete picture of your position.

  2. Analysis

    I assess risks, costs, timing, liquidity and the consistency of current choices, with attention to risk tolerance and existing wealth.

  3. Strategy

    We build a tailored plan, readable and verifiable, with clear allocations, instruments, costs and rules. That way you always know what you own and why.

  4. Monitoring

    Periodic reviews and scheduled rebalancing when markets, goals or life change, with constant dialogue, especially when markets test your nerves.

«Uncertainty is part of the game. A solid strategy takes the fear out of it.»

The CFC method
Financial education

Finance, explained well

Every week on Instagram I explain the ideas that move markets and savings, in 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 for tax, pensions and 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 in which 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. It works for those starting to build, for those who want to protect what they have and for 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 no-obligation, get-to-know-you call where we look at your situation together and see whether and how I can help. No immediate proposal, just listening, method and clarity.

Book a consultation Send me a DM WhatsApp LinkedIn

Email me