Maxence ROUFFIAC
Managing Partner - Private Wealth Management & Financial Investment Advisor @ Cayuna Conseil
About
I founded Cayuna Conseil to help people take back control of their wealth. My goal: to help you invest with confidence, reduce your taxes, and plan your future with simple, clear, and tailor-made solutions. A human, independent, and transparent approach — to turn your wealth into a true lever of freedom. 🎯 My approach Every situation is unique. I take the time to understand your goals and priorities before making any recommendation. My role: to guide you with clarity and pedagogy, never to sell you a product. 🔍 My areas of expertise ✔ Financial investments tailored to your profile and objectives. ✔ Tax and loan optimization to unlock new financial levers. ✔ Retirement and estate planning to secure your future. 🤝 My commitment ✔ Clear and accessible advice. ✔ Tailor-made solutions. ✔ A relationship built on trust and transparency. With Cayuna Conseil, you move forward with confidence — understanding every financial decision you make. 📅 Would you like to review your financial situation? Let’s schedule a meeting to discuss your goals and design the right strategy for your future.
France
Greater Paris Metropolitan Region
Financial Services
Services de gestion de patrimoine, Gestion d’actifs, Optimisation fiscale, Conseil fiscal, Analyse financière, Planification financière personnelle, Investissements financiers, Conseil financier, Stratégies d’investissement, Assurance-vie & contrats de capitalisation, Courtage en assurances, Préparation à la retraite, Planification de la retraite, Défiscalisation, Protection du conjoint & de la famille, Analyse de profil investisseur, Droit du patrimoine, Droit patrimonial de la famille, Immobilier, Allocation d'actifs
Experience

Managing Partner - Private Wealth Management & Financial Investment Advisor
France
At Cayuna Conseil, we help you build a strong, meaningful, and resilient wealth strategy. Because every situation is unique, we design tailored solutions that reflect your needs, your life goals, and your values. 🔹 Smart investing to prepare for the future and grow your capital 🔹 Tax optimization to unlock new financial opportunities 🔹 Protecting and passing on your wealth with peace of mind 🔹 Generating additional income to enhance your quality of life Our approach is clear, human, and committed — helping you make confident financial decisions, today and for the long term. Anticipate tomorrow’s challenges. Start growing your wealth today.

IS/IT Performance Officer - Portfolio & Value Manager
Vélizy-Villacoublay, Greater Paris Region, France
💡 Oversaw the value delivery of 50+ global IT products across 11 business domains, supporting product teams throughout the full lifecycle (demand, build, run) to ensure alignment with business objectives and maximize delivered value. 📊 Enhanced financial steering and reporting by leading quarterly forecast reviews, defining key financial indicators (ETC, EAC), consolidating actuals and commitments, and preparing executive dashboards for operational and governance committees. 🌍 Optimized global cost-sharing models by defining and managing the financial contributions of each country to global products, improving cost transparency and fairness across international entities.

IS/IT Project Management Officer
Vélizy-Villacoublay, Île-de-France, France
🧩 Structured and secured complex IT project management by implementing internal project frameworks (WBS/OBS/CBS, work packages, resource plans, master schedules), ensuring alignment between planning, teams, and budgets. 📈 Enhanced financial and operational control through accurate tracking of costs (EAC, actuals, commitments), early detection of budget deviations, and preparation of milestone, EAC, and project reviews for senior management decision-making. 🛠️ Improved project performance and visibility by leveraging advanced tools such as Primavera P6, PMBI, Gantt/PERT, and Team OnLine, enabling efficient monitoring of progress, risks, and deliverables.

Final Internship - Project Management Officer
Gennevilliers, France
🧩 Supported the structuring and coordination of complex projects, assisting the PMO and work package managers on both national and export programs, ensuring consistency across planning, resources, and risk management. 📊 Improved operational and financial reporting by creating tracking tools and dashboards, enabling better-informed decisions for project stakeholders. 📁 Streamlined documentation and contract management, ensuring accurate follow-up on deliverables and risks, and providing planning support across project teams.

Project Management Officer Intern – Program Directorate
Rungis, France
🔧 Maintained the operational availability of data management platforms within a defense equipment program (radars, optronics, communication systems), ensuring accessibility, compliance, and up-to-date content. 📊 Improved user engagement and platform efficiency by designing support materials (FAQs, navigation guides), updating community portals in line with brand guidelines, and enhancing the overall user experience. 🧠 Analyzed platform usage and performance, assessing the feasibility of monitoring tools aligned with corporate data governance policies and delivering actionable recommendations to optimize collaborative environments.

Supply Chain Intern
Paris, France
🔍 Analyzed failures of the Cellvizio system in collaboration with Supply Chain, Support, and R&D teams to identify recurring issues and improve overall system reliability. 📊 Developed simple predictive models based on key technical parameters and representative failure data, aiming to anticipate critical issues and optimize maintenance planning. ⚙️ Proposed actionable recommendations for preventive maintenance triggers, by defining threshold values easily applicable by operational teams.
Education

This degree provides a general overview of wealth management activities, customer relations, and the preparation of a wealth and financial report. The Wealth Management Advisor degree allows to meet the professional capacity requirements of the following French regulated activities: - Financial Investment Advisor (CIF) - Banking Operations and Payment Services Intermediary (IOBSP) - Insurance Intermediary (IAS) - Real Estate Transaction Card - Crowdfunding Intermediary (IFP). Training objectives: - to know all the legal mechanisms related to the profession of wealth manager; - to master the wealth management rules necessary for carrying out a diagnosis and wealth and financial recommendations.

Aerospace Project Management
- Cursus Management - Industrial Logistics - Production - Maintenance - Major Energy and Propulsion - 11 months internship in total - 1 Semester abroad during the 4th year at the University of Salford, Manchester - PgCert Aerospace Engineering

PgCert Aerospace Engineering
1 semester: - Aerodynamics : Detailed study of equations governing two-dimensional, compressible, inviscid aerodynamic flows; Analysis of the aerodynamic performance of aerofoil sections over a range of flight conditions, including; subsonic, transonic, supersonic and hypersonic freestream flows; Use of linearised flow theory results for the analysis of supersonic wing flows. - Finite Element Analysis : This module covers finite element analysis as a tool for the solution of practical engineering problems and the development of appropriate finite element models of physical systems, and how to interpret the results of the analysis. Practical instruction will be given in the use of an industry-standard finite element analysis program, including the mathematical fundamentals as required. Learning of how to use sophisticated element types as used to model real structures in industry.
Maxence ROUFFIAC's Contact Information
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