Daniel Thomann
Buttikon
Selbstständig
(0 with 0 ratings)
treat everyone as you would like to be treated
Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with VBV diploma, NLP practitioner with Marc Galal 01.2023
Hobbies: Sports in general (jogging, hiking) and floorball (referee / fun team)
Hobbies: Sports in general (jogging, hiking) and floorball (referee / fun team)
Qualifications
Relevant Diplomas
Treuhänder mit eidg. Fachausweis, 1997- Versicherungsvermittler VBV, 2023
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
Berufsbildungsverband der Versicherungswirtschaft VBV
TREUHAND | SUISSE
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Tax optimization
Optimize insurance policies
Invest money
Financial independence
Financial Planning
Real estate as an investment object
Optimize tax burden after retirement
Evaluation
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