Edoardo Köppel | Find a financial advisor

Edoardo Köppel

City Hünenberg

Köppel-Legal AG

(5 with 4 ratings)

Contact

Address

Website

Maihölzli 6, 6331 Hünenberg

Financial planning is life planning

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.

As 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.

I 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.

If I have aroused your interest, do not hesitate to contact me. I look forward to meeting you personally.

Qualifications

Relevant Diplomas

Master of Law (MLaw), 2015
Dipl. Finanzberater IAF, 2019
Finanzplaner mit eidg. Fachausweis, 2020
CFP-Lizenz, 2021
CCFE - Certified Crypto Finance Expert, 2022

Entry in the FIDLEG advisor register

Regservices.ch, ID EK50507

Language(s) in counseling

Englisch
Italienisch
Französisch
Deutsch

Relevant memberships

FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Receive a pension or capital

Early retirement, is it possible?

Invest money

Financial Planning

Partner protection

Budget plan after retirement

Pension fund buy-in, is it worthwhile?

Advance directive and living will

Buy a home

Living situation

Homeownership in retirement age

Pillar 3a

Tax optimization

Settle an inheritance

Invest vested benefits funds

Who inherits how much?

Save taxes in retirement

Second opinion on retirement plan

Advance on inheritance

Self-employment

Financial independence

Second opinion

Optimize tax burden after retirement

Budget plan after divorce

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Major purchase

Pension situation

Insure against disability and death

Create a budget plan

Optimize insurance policies

Donate an inheritance

Crypto consulting

Reviews (4)

Elisabeth

14.08.2023

Herr Köppel ist äussert kompetent und professionell. Er hat sich für die Beratung zu meiner finanziellen Situation sehr viel Zeit genommen und mich umfassend beraten. Das hat mir für meine Zukunft enorm geholfen- ich kann Herrn Köppel absolut empfehlen!

Andreas

01.10.2021

Edoardo hat mich ausgezeichnet beraten, vielen Dank! Ich kam bezüglich einer Erneuerung meiner Hypotheken auf ihn zu. Da ich bereits in einem gewissen Alter bin gab es einige Sachen, die mir extrem wichtig sind für die Zukunft meiner Familie . Wir konnten gemeinsam durch seine umfassende Fachkompe ...

Nico

sehr kompetent und zuverlässig!

And more