Leonardo Venturini
Top Rated

City Tübach

Creda Finanz und Beratungs AG

(0 with 0 ratings)

Investing understandably.

Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.

What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.

I look forward to learning more about you and your goals in a non-binding initial consultation.

Qualifications

Relevant Diplomas

  • TestedBachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“, 2013

  • TestedWRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht, 2018

  • TestedLizenzierung Private Banking, 2022

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Invest money

Assess the overall financial situation

Real estate as an investment object

Financial Planning

Second opinion

Settle an inheritance

Receive a pension or capital

Donate an inheritance

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Who inherits how much?

Save taxes in retirement

Pillar 3a

Buy a home

Advance on inheritance

Tax optimization

Real estate as a pension

Finance a holiday home

Financial independence

Pension situation

Sell a property

Invest vested benefits funds

Major purchase

Optimize tax burden after retirement

Living situation

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