Petra Garcia
Financial coach with heart - your financial future is important to me
Location: Widnau
Company: Raiffeisenbank Mittelrheintal
Languages: Deutsch
Qualifications: Dipl. Bankwirtschafterin HF, CAS Vermögensberatung, Zertifizierte Affluent Kundenberaterin
Topics: Immobilie, Steuern, Vermögensaufbau & Anlegen
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 (13 reviews)
About Petra
I am a financial coach with heart and soul. I love helping people understand and improve their finances.\n\nI understand that everyone has their own situation and I help you to take your individual needs into account.\n\nWith my expertise and experience, I will accompany you on your way to a financial future that gives you security and satisfaction.\n\nDue to the fixed compensation from my employer, I can recommend the solution that suits you best without any pressure.\n\nContact me without obligation for an introductory meeting. I look forward to getting to know you and finding out how I can help you.