
Marc Schöpfer
Hünenberg
Köppel-Legal AG
(5 with 1 ratings)
simple, understandable and clear
At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way. For years, as a salesperson at Melectronics, I had the pleasure of introducing my customers to the world of electronics.
At the beginning of 2018, I decided to refocus my curiosity and began my career in the financial industry. Fascinated by the multifaceted opportunities in the financial sector, I delved into the complex world of finance.
The more experience I gained, the clearer the importance of my role as a financial planner became to me. Because let's be honest: who has the time to deal with all the complex topics?
It is more important to find a specialist in whom you see sympathy and trust - something that everyone deserves. I can be that specialist for you.
I look forward to getting to know you soon and to being able to use my knowledge to serve your interests.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. Fachausweis, 2022
dipl. Finanzberater, 2021
Entry in the FIDLEG advisor register
Regservices.ch, ID MS81528
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Tax optimization
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Affordability as a widow
Sell a property
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Receive a pension or capital
Reviews (1)
Offen und verständlich Beraten, rasch gehandelt und uns stets auf dem Laufenden gehalten. Wir haben den Mann unseres Vertrauens gefunden.

Evaluation
Share your experience with us.