Luisa Dufrene

Private Client Associate

luisa.jpg

Luisa joined as a Private Client Associate in 2022. She has interned and assisted as a paraplanner since 2018. Luisa specialises in providing asset preservation solutions and comprehensive health coverage for international clients. She also has an interest in planning for the inheritance of art.

Luisa was awarded a MSc Visual, Material and Museum Anthropology with Distinction from St Edmund Hall Oxford (2022) and a BSc Anthropology with First-Class Honours from University College London (2021). In 2023, she qualified as an independent financial advisor holding the UK’s professional financial services qualification: the Diploma in Regulated Financial Planning (DipPFS).

Luisa has a range of work experience in finance and creative roles across private and charity sectors. Luisa was born in Cambridge, United Kingdom and is a dual US-UK citizen.

Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company on the UK’s Financial Services Register.

Licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882.