
Nico Gämperle
St. Gallen
Verso Versicherungstreuhand AG
(0 with 0 ratings)
Personality and experience
For over 15 years I have been able to advise, support and show my customers solutions. As a financial planner with a federal professional certificate, I can advise you comprehensively. The focus is on you as the customer with your goals and wishes. We look for the solutions you need in a neutral and independent way. With enthusiasm, sincerity and perfection. See for yourself and let's meet. I look forward to meeting you.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2023
Dipl. Finanzberater IAF, 2015
Entry in the FIDLEG advisor register
Regservices.ch, ID NG66384
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Early retirement, is it possible?
Pillar 3a
Receive a pension or capital
Buy a home
Partner protection
Tax optimization
Pension fund buy-in, is it worthwhile?
Invest vested benefits funds
Homeownership in retirement age
Insure against disability and death
Self-employment
Second opinion on retirement plan
Second opinion
Living situation
Save taxes in retirement
Real estate as a pension
Sell a property
Pension situation
Optimize tax burden after retirement

Evaluation
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