Romain Forest

Romain FOREST is an experienced wealth management advisor with a strong background in financial strategies, currently serving as the Responsable de bureau Bordeaux and Conseiller en stratégies patrimoniales at Olifan Group since September 2019. Romain specializes in multi-expertise wealth engineering, addressing core needs such as protection, creation, enhancement, and transmission of assets for families. Previous roles include founding the BNI Bordeaux Chartrons group and serving as a wealth management advisor at Cabinet Financière de l'Olivier. Romain's academic credentials include a Master 2 in International Wealth Management and a Master 1 in Wealth and Financial Management from IAE Nice and IAE Bordeaux, respectively. Additional experience includes roles at Crédit Agricole Provence Côte d'Azur and Société Générale, focusing on client portfolios, financial communication, and investment strategies. Romain is also a member and Doyen of the Rotary Club de Bordeaux since January 2024.