Rodolfo Liccione in

Rodolfo Liccione

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PERSONAL FINANCIAL ADVISOR at FINECO BANK
📍 Empoli, Tuscany, Italy

Rodolfo Liccione is a Personal Financial Advisor at Fineco Bank with over 20 years of experience, specializing in creating robust financial portfolios and retirement plans for medical professionals. A CAIA Charterholder and graduate of the Università degli Studi di Firenze, colleagues and clients describe him as competent, professional, and empathetic.

His core philosophy is to be an educator, not a salesperson. He focuses on accompanying people on their financial journey, aiming to make them more aware, prepared, and free in their choices. This mission is driven by a desire to help clients achieve financial serenity through a transparent and personalized relationship.

Motivated by his experience during the 2008 financial crisis, he shifted his career from institutional fund management to directly helping individual savers.

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Experience
14 Years
Current Role
PERSONAL FINANCIAL ADVISOR
Location
Empoli, Tuscany, Italy
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rodolfo cares about

Financial Planning for Doctors
He has a dedicated focus on advising doctors from the Italian National Health Service, helping them navigate unique financial challenges and reduce financial stress.
Pension & Retirement
Many of his public posts and webinars focus on the importance of planning for retirement, especially for professionals who may find public pensions insufficient for their lifestyle.
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Career

Work history

1-2024
PERSONAL FINANCIAL ADVISOR
FINECO BANK
12-2005 - 12-2023
Investment Manager
Fondazione Monte dei Paschi di Siena
6-2009 - 12-2013
Corporate development
SANSEDONI SPA
1-2003 - 12-2005
Financial Analyst
Centro Leasing Banca
4-2001 - 1-2003
Risk controller
ChiantiBanca
In the press

Media appearances

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Education
11-1994 - 2-2000
Laurea in Economia e commercio
Università degli Studi di Firenze
2008 - 2009
CAIA Member
UniFi by CAIA
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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