Uwe Scheunemann
Top Rated

City Zürich

Progressive Finance - Finanzberatung Uwe Scheunemann

(4.85 with 17 ratings)

Independent advice with added value!

Hello and welcome to my profile :)

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

  • TestedCAS HSLU in Crypto Finance & Cryptocurrencies, 2022

  • TestedCertified Crypto Finance Expert, 2021

  • TestedChartered Digital Asset Analyst I (CDAA®), 2021

  • TestedFinanzplaner mit eidg. FA, 2017

  • TestedDipl. Finanzberater IAF, 2014

  • TestedCFP 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)

G

Silvia

24.03.2025

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.

G

(without first names)

10.02.2025

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 ...

G

Behling

30.12.2024

Ich bin sehr dankbar, dass ich seit 2019 mit Herrn Scheunemann zusammenarbeiten darf. Herzlichen Dank für die ausgezeichnete Betreuung !!!

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