
Leonardo Venturini
Tübach
Creda Finanz und Beratungs AG
(0 with 0 ratings)
Investing understandably.
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
Bachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“, 2013
WRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht, 2018
Lizenzierung 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

Evaluation
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