
Ralph Kleeb
Winterthur
ZWEI Wealth Experts AG
(0 with 0 ratings)
fair financial advice - thanks to independent experts
Benefit from my more than 30 years of experience in the financial industry. My independent advice, free from third-party interests, brings you the greatest advantages. I would be happy to be available for a free initial consultation!
Education & experience
- Degree in economics and business administration at UNI ZH, including assistant work for 6 years
- Marketing Private Banking UBS including training as a press officer for 6 years
- Head of financial advice at a German private bank for 2 years
- Head of asset management and member of the bank management at Raiffeisenbank for 18 years
- Self-employed consulting since 2018
and partner in the expert network ZWEI Wealth Experts
Call me, email me or visit me in the ZWEI Wealth consulting office
at Obergasse 38 in Winterthur. Thank you very much!
Qualifications
Relevant Diplomas
Masterabschluss Volkswirtschaft UNI Zürich, 1992
Entry in the FIDLEG advisor register
ARIF, ID 02067
Language(s) in counseling
Deutsch
Englisch
Relevant memberships
FINMA unterstellt
Topics:
Receive a pension or capital
Assess the overall financial situation
Invest money
Second opinion on retirement plan
Invest vested benefits funds
Homeownership in retirement age
Financial Planning
Early retirement, is it possible?
Sell a property
Real estate as an investment object
Advance on inheritance
Financial independence
Major purchase
Real estate as a pension
Buy a home
Pillar 3a
Create a budget plan
Partner protection
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Optimize tax burden after retirement
Living situation
Affordability as a widow
Finance a holiday home
Pension situation
Advance directive and living will
Insure against disability and death
Pension fund buy-in, is it worthwhile?
Crypto consulting

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