Catia Rastelli

Catia Rastelli – Consulenza e Pianificazione Finanziaria is an independent financial advisory practice based in Senigallia, Italy. Led by financial consultant Catia Rastelli, the practice helps individuals, families, and businesses make informed decisions about their financial futures through personalized guidance, professional expertise, and ongoing portfolio oversight. Its services include financial planning and investment portfolio construction, managed savings solutions, insurance advice, and retirement and supplementary pension planning.

Recommendations are tailored to clients’ goals, circumstances, and expectations, with an emphasis on protecting and optimizing both financial and broader assets. The advisory process starts by identifying needs, presenting suitable alternatives, and explaining the reasoning behind proposed strategies so clients can choose with confidence. Catia Rastelli also monitors results and adjusts portfolio allocations as market conditions and personal objectives evolve.

The practice highlights long-term relationships, clear communication, and continued professional development, drawing on technical resources and specialist teams available through its banking partner when appropriate. Consultations are available at welcoming offices in Senigallia, or at a client’s home or workplace