
Reto Camenisch
Zürich-Flughafen
FINOP AG
(5 with 1 ratings)
Your personal financial optimization - independent. Competent. Understandable.
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
Diploma of Advanced Studies in Banking, 2012
Finanzplaner mit eidg. FA, 2003
Entry in the FIDLEG advisor register
Regservices.ch, ID RC11469
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)
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.

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