
Olivier Fricker
Zürich
FINAD Family Office und Vermögensverwaltung
(0 with 0 ratings)
Making better financial decisions together – expertise always at your side
After several years of diversified project work, I decided to continue my work in Switzerland and joined a multi-family office. At FINAD, I bring my extensive experience in the areas of finance, wealth and management in a holistic, needs-oriented and interdisciplinary manner.
As a financial planner with a federal professional certificate and CFP®, I advise wealthy families and entrepreneurs in Switzerland and internationally, with a focus on sustainable financial and wealth planning.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2022
Certified Financial Planner™, 2022
Language(s) in counseling
Französisch
Englisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Schweizerischer Finanzberaterverband SFBV
Verband Schweizerischer Vermögensverwalter VSV
FINMA unterstellt
Topics:
Assess the overall financial situation
Invest money
Budget plan after divorce
Affordability as a widow
Financial independence
Financial Planning
Receive a pension or capital
Budget plan after retirement
Who inherits how much?
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Sell a property
Buy a home
Pension fund buy-in, is it worthwhile?
Settle an inheritance
Self-employment
Donate an inheritance
Second opinion on retirement plan
Second opinion
Advance on inheritance
Invest vested benefits funds
Pension situation
Advance directive and living will
Insure against disability and death

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