Petra Garcia

City Widnau

Raiffeisenbank Mittelrheintal

(4.94 with 9 ratings)

Financial coach with heart - your financial future is important to me

I am a financial coach with heart and soul. I love helping people understand and improve their finances.

I understand that everyone has their own situation and I help you to take your individual needs into account.

With my expertise and experience, I will accompany you on your way to a financial future that gives you security and satisfaction.

Due to the fixed compensation from my employer, I can recommend the solution that suits you best without any pressure.

Contact me without obligation for an introductory meeting. I look forward to getting to know you and finding out how I can help you.

Qualifications

Relevant Diplomas

  • TestedDipl. Bankwirtschafterin HF, 2009

  • TestedCAS Vermögensberatung, 2016

  • TestedZertifizierte Affluent Kundenberaterin, 2021

Language(s) in counseling

  • Englisch

  • Deutsch

Topics:

Assess the overall financial situation

Invest money

Receive a pension or capital

Early retirement, is it possible?

Financial Planning

Save taxes in retirement

Budget plan after retirement

Buy a home

Pillar 3a

Pension fund buy-in, is it worthwhile?

Invest vested benefits funds

Homeownership in retirement age

Tax optimization

Second opinion on retirement plan

Optimize tax burden after retirement

Create a budget plan

Partner protection

Second opinion

Living situation

Affordability as a widow

Real estate as an investment object

Pension situation

Advance directive and living will

Insure against disability and death

Reviews (9)

G

C. F.

19.05.2025

Frauenpower, die Chemie hat sofort gestimmt! Fachwissen top, kein Fachchinesisch, sympathisch - die Nr. 1

G

Peter

26.03.2025

Danke Frau Garcia für die Vermögensberatung! Verständlich und einfach für mich, meiner Meinung nach ein super Gesamtkonzept.

G

Anja Frei

18.03.2024

Danke für die sehr gute Rundum-Beratung

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