Discover my story
Why I Became aFinancial Expert
They say money doesn’t bring happiness, but it undeniably makes life easier. My journey into the financial world began with my own search for solutions that went beyond standard approaches. Today, I use my experience to help others make informed financial decisions – the kind that can truly improve their lives.
About Me
I started my career in accounting and later advanced through roles in Poland’s largest banks, specializing in mortgage loans and business client services. This professional path taught me that every client has a unique story requiring full dedication and understanding. My mission is to assist clients in choosing the best financial solutions, regardless of their life or career situation. I collaborate with Notus Finanse S.A., which allows me to draw on the expertise of one of Poland’s most recommended financial companies. Beyond my professional life, I’m actively involved in social initiatives, supporting local housing communities and environmental protection efforts. Personally, I’m passionate about history, Eastern cultures, and healthy living. I practice yoga, travel with my family, and always strive to make time for my hobbies, believing that a balanced life is key to long-term success.
Interests
After working as a financial expert, I make sure to dedicate time to my passions. I have practiced yoga since 2003, which helps me maintain balance and calm in daily life. I’m fascinated by the history and cultures of the Far East and enjoy experimenting with vegan cooking, often preparing healthy dishes for my family. I’m also committed to eco-friendly initiatives and animal protection. My free time often includes short cycling trips, which allow me to recharge and stay energized. I believe life is more than just work – it’s also about personal growth and helping others.
Professional Experience
Notus Finanse S.A.
Financial Expert
2009–Present
I help both individual and business clients find personalized financial solutions, using a wide range of banking and insurance products.
Bank Millennium S.A.
Loan and Corporate Client Specialist
2004–2009
My experience at Bank Millennium allowed me to gain expertise in handling large corporate clients and managing complex credit transactions.
PKO BP
Mortgage Loan Advisor
2002–2004
My mortgage loan journey started here – since then, I have helped hundreds of clients find their dream homes.
Bank Społem S.A.
Business Loan Advisor
1998–2002
I specialized in business loans and leasing solutions, which enhanced my skills in tailoring financial products to the needs of entrepreneurs.
Cracow Construction Ceramics Company
Accountant
1996–1998
Full accounting and bookkeeping responsibilities taught me a precise and analytical approach to financial management.
Education
Cracow University of Economics
1998–2000
Master’s Degree in Finance and Banking.
These studies allowed me to explore the principles of personal and corporate financial management, knowledge I apply daily when working with my clients.
Cracow University of Economics
1994–1998
Bachelor’s Degree in Entrepreneurship and Innovation. A specialization that taught me how to implement modern solutions in the financial world and support business growth.
What Drives Me to Keep Expanding My Knowledge?The answer shouldn’t be surprising.
The financial market is constantly evolving – what worked 20 years ago might be outdated today. There’s no room for routine or outdated strategies here. That’s why regular training and earning new qualifications are essential for staying ahead of these changes.
I know that without continuous development, I could lose my effectiveness – and for my clients, effectiveness is the foundation of trust.
If you want to learn more about the daily work of a financial expert and the qualifications required, check out the full article on my blog:
Read more about the work of a financial expert: training, certifications, and hands-on experience.
Contactme for a free consultation
If you have any questions or need assistance in making financial decisions, feel free to contact me. Together, we will find a financial solution tailored specifically to you.
Leave your contact details – I will call you back.
Prefer direct contact?
Call or write and ask about financing for yourself.
(+48) 725 994 825
jakub@expertfinancial.plWhere can you find me?
ul. Prądnicka 4, 30-004 Kraków