City Zürich-Flughafen

FINOP AG

(5 with 1 ratings)

Your personal financial optimization - independent. Competent. Understandable.

I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance company and before that at major and private banks. In my advisory work, I have already had the opportunity to hold well over 6,000 customer meetings. One principle has always been at the forefront: "Advise in the way you would like to be advised yourself."

I create individual pension and financial plans. I also support private and corporate customers as an insurance broker, optimize investment and mortgage solutions and check tax savings potential. Through other network partners, I can offer assistance in finding or selling real estate or ensure the legal regulation of important topics (wills, advance directives, etc.). The collaboration with over 60 financial service providers guarantees our customers independent and transparent advice. Personal consultations take place in the premises in the Circle at Zurich Airport or at the customer's home.

Qualifications

Relevant Diplomas

  • TestedDiploma of Advanced Studies in Banking, 2012

  • TestedFinanzplaner mit eidg. FA, 2003

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Receive a pension or capital

Early retirement, is it possible?

Assess the overall financial situation

Invest money

Financial Planning

Save taxes in retirement

Pension fund buy-in, is it worthwhile?

Buy a home

Pillar 3a

Tax optimization

Partner protection

Homeownership in retirement age

Create a budget plan

Budget plan after retirement

Budget plan after divorce

Invest vested benefits funds

Self-employment

Pension situation

Settle an inheritance

Living situation

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Donate an inheritance

Optimize insurance policies

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Financial independence

Who inherits how much?

Major purchase

Advance directive and living will

Insure against disability and death

Reviews (1)

G

(without first names)

05.02.2024

Herr Camenisch ist auf unsere Wünsche und Ziele gut eingegangen und hat konkrete Empfehlungen für unsere Pensionsplanung abgegeben. Es wurden verschiedene Varianten verglichen und die Unterschiede sehr verständlich erläutert. Wir können Herrn Camenisch sehr gerne weiterempfehlen.

Evaluation

Share your experience with us.

Evaluation

0/2048