Hendrik Casimiro Salvador
Zürich
Zurich, Generalagentur Carsten Schwieder
(4.9 with 5 ratings)
Website
Together we can find tailor-made solutions!
My name is Hendrik, I was born, grew up and still live in beautiful Graubünden. I use my free time to spend time with my family, eat well or ride my motorcycle.
After my training as a merchant EFZ, I was drawn to the insurance and finance industry. To this day, it is an extremely interesting area for me both privately and professionally, as every situation, every customer and every family is different. After successfully completing my training as an insurance broker VBV, I decided to deepen my passion for the world of finance and investments. First, I was able to acquire expanded knowledge about pensions, insurance, finance and real estate through further training as a certified financial advisor IAF.
True to the motto of lifelong learning, I completed the federal professional certificate as a financial planner in 2023.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2023- Dipl. Finanzberater IAF, 2021
- Versicherungsvermittler VBV, 2020
Language(s) in counseling
Spanisch
Portugiesisch
Englisch
Italienisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Reviews (5)
G
Daniel T.
28.12.2024
Top Betreuung, sehr gute Erreichbarkeit
G
Peter L.
28.12.2024
DER Berater, dem man sein ganzes Portfolio anvertrauen darf. Kompetent, schnell, zuverlässig, vertrauenswürdig und erst noch sehr sympathisch. DIE Anlaufstelle bei komplexen Fragestellungen.
G
Pedro
28.12.2024
Kompetent, Freundlich, Profissionell.
And more
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