Leonardo Venturini
Invest wisely.
Location: Tübach
Company: Creda Finanz und Beratungs AG
Languages: Deutsch, Englisch
Qualifications: Bachelor in Betriebsökonomie FH
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung
Specialties: Investieren statt Sparen, Anlageobjekte, ETF-Portfolios, Familienstiftung, Pensionskasse, Alternative Anlagen, Rentenbezug vs. Kapitalbezug, Steueroptimierung bei Kapitalbezug, Frühpensionierung, 3. Säule, PK-Einkauf, AHV-Optimierung, Wohnsituation im Alter, Eigenheimkauf, Nachhaltige Anlagen, Renovation, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer
About Leonardo
For over 15 years, I have been advising private individuals on financial matters. I gained my experience over many years at a cantonal bank and simultaneously completed my studies in business administration.
My approach is holistic: I don't optimize individual components in isolation, but create added value that is noticeable throughout your entire financial ecosystem.
In a free initial consultation, I will show you initial solutions – so that you have a sound basis for decision-making and can see what a collaboration can actually achieve.
I look forward to hearing from you.
Learn more:
www.linkedin.com/in/leonardo-venturini-93301197