Edoardo Köppel
Financial planning is life planning
Location: Hünenberg
Company: Köppel-Legal AG
Languages: Deutsch, Englisch, Italienisch
Qualifications: Master of Law (MLaw), Dipl. Finanzberater IAF, Finanzplaner mit eidg. Fachausweis, CCFE - Certified Crypto Finance Expert, Certified Financial Planner CFP
Topics: Vorsorge & Pensionsplanung, Steuern, Vermögensaufbau & Anlegen, Versicherungen, Immobilie, Nachfolgeplanung
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 (4 reviews)
About Edoardo
Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your legal affairs, optimize your taxes and get comprehensive financial and pension planning, then you've come to the right place.\n\nAs a lawyer and federally certified financial planner, I offer you tailor-made advice that covers all of your needs. With me, you get 360° advice from a single source, so you no longer need a separate contact person for each area.\n\nI firmly believe that a personal and trusting relationship is the key to long-term successful cooperation. That's why I attach great importance to close customer contact in order to understand your situation precisely and to be able to advise you in the best possible way.\n\nIf I have aroused your interest, do not hesitate to contact me. I look forward to meeting you personally.