Marco Eberle
Independent financial advice means that only one goal is at the center: your financial success!
Location: Romanshorn
Company: RichtigAnlegen AG
Languages: Deutsch, Französisch, Englisch, Italienisch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, Steueroptimierung bei Kapitalbezug, Steuern bei Kapitalbezug, Investieren statt Sparen, PK-Einkauf, Pensionskasse, ETF-Portfolios, AHV-Optimierung, 3. Säule, Nachhaltige Anlagen, Säule 3a Steueroptimierung, Alternative Anlagen, Kryptowährungen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Wohnsitz-Optimierung
Rating: 5.0 out of 5 (3 reviews)
About Marco
My name is Marco Eberle, and my passion is to provide independent and conflict-free guidance to individuals with their unique financial needs. With over 20 years of experience advising private and institutional clients, I have a deep understanding of their challenges and aspirations.
Throughout my career, I have provided strategic and comprehensive support to high-net-worth individuals and professional institutional clients in all investment and financial matters. I place the highest value on objectivity and transparency. My extensive professional development—including a Master's degree, a Swiss Federal Certificate in Financial Planning, and a specialization in sustainable investments—makes me your competent and independent partner for all financial matters.
Let's work together to achieve your goals, free from conflicts of interest. I look forward to meeting you for a free initial consultation!
Learn more:
www.linkedin.com/in/marco-eberle-3b322280