
Uwe Scheunemann
Zürich
Progressive Finance - Finanzberatung Uwe Scheunemann
(4.85 with 17 ratings)
Independent advice with added value!
If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich based Certified Financial Planner (CFP™) who offers high-end financial planning. This means that I can advise you from a neutral perspective, completely independent from banks and provisions and therefore without any conflict of interest.
I gained my professional experience at a large Swiss insurer and also worked at an independent consulting boutique for academic professions in Zurich.
The specific benefits of my evidence-based advice:
- cost-effective investment solutions
- independent financial and pension planning
- insurance optimization (savings potential on average around 20% p.a.)
- tax-optimized pillars 3a and 3b
- attractive mortgage interest rates through neutral comparison
- well-founded advice on crypto assets and DeFi income strategies
- tax advice
I look forward to getting to know you in a non-binding initial consultation.
Qualifications
Relevant Diplomas
CAS HSLU in Crypto Finance & Cryptocurrencies, 2022
Certified Crypto Finance Expert, 2021
Chartered Digital Asset Analyst I (CDAA®), 2021
Finanzplaner mit eidg. FA, 2017
Dipl. Finanzberater IAF, 2014
CFP Certitfied Financial Planner, 2023
Entry in the FIDLEG advisor register
RegFix, ID Uwe Scheunemann
Language(s) in counseling
Deutsch
Englisch
Spanisch
Portugiesisch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Financial independence
Assess the overall financial situation
Invest money
Self-employment
Tax optimization
Invest vested benefits funds
Pillar 3a
Partner protection
Pension fund buy-in, is it worthwhile?
Budget plan after divorce
Second opinion on retirement plan
Financial Planning
Early retirement, is it possible?
Receive a pension or capital
Buy a home
Create a budget plan
Save taxes in retirement
Settle an inheritance
Second opinion
Living situation
Pension situation
Advance directive and living will
Insure against disability and death
Finance a holiday home
Optimize insurance policies
Crypto consulting
Reviews (17)
Beratung war ok, jedoch eher das übliche wie von andern Finanzberatern. Sicher empfehlenswert, aber die Chemie bzw. das Zwischenmenschliche hat irgendwie nicht gepasst aus meiner Sicht.
Uwe Scheunemann bietet eine ganzheitliche und hochprofessionelle Finanzberatung – von massgeschneiderten Versicherungslösungen über innovative Vorsorgestrategien bis hin zu intelligenten Investment- und Banklösungen. Er unterstützt bei der Optimierung digitaler Banklösungen, indem er Bankk ...
Ich bin sehr dankbar, dass ich seit 2019 mit Herrn Scheunemann zusammenarbeiten darf. Herzlichen Dank für die ausgezeichnete Betreuung !!!
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