Luca Macrina
Your financial expert specializing in tax consulting and real estate
Location: Urtenen-Schönbühl
Company: Valency Finance GmbH
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
Rating: 5.0 out of 5 (3 reviews)
About Luca
As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financing. With Valency Finance since 2017, I develop customized financial strategies tailored to your individual needs.
We offer bespoke solutions in the greater Bern area to ensure your financial success:
- Personal and individual financial planning
- Specialized in tax consulting and real estate management
- Reliable support throughout all financial processes
About me:
Multilingual (German, Italian, French), a family man, and someone who enjoys a variety of hobbies. My goal is to maintain a healthy work-life balance.
I look forward to hearing from you.