
Certified Financial Planner CFP | Passion for Pension Planning in Switzerland
Thanks to my completed specialist degree (Master of Advanced Studies) at the Zurich University of Applied Sciences (ZHAW), I can advise and support you in depth and comprehensively on the topics of social insurance (AHV, IV), occupational pensions, tax law and inheritance. Thanks to the further training I recently completed, I am happy to assist you with up-to-date knowledge.
If you are looking for independent planning tailored to your individual situation as well as goals and wishes, I look forward to hearing from you. In an initial, non-binding discussion, we will analyze your current situation, discuss possible ways to achieve your goal and define initial optimization options.
At the Raiffeisenbank in Olten, I work with a flat fee model. This is very important to me personally so that I can provide an independent view of your current situation and recommendations for optimization. Regardless of whether you are already a customer or want to become one, or whether you want to implement the recommended measures at Raiffeisen, I can accompany you on your journey through fee-based advice.
Your financial professional, Dario Kiefer
Qualifications
Relevant Diplomas
CAS Swiss Legal Aspects of Financial Planing, 2023
CAS Swiss Social Security, 2023
CAS Finance, 2023
CAS Anlageberatung, 2021
Bachelor of Science Business Administration FHNW, 2017
Master of Advanced Studies (MAS) in Financial Consulting, 2024
CAS Wealth Management, 2024
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Topics:
Assess the overall financial situation
Financial Planning
Receive a pension or capital
Early retirement, is it possible?
Pillar 3a
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
Who inherits how much?
Tax optimization
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Affordability as a widow
Invest vested benefits funds
Financial independence
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Invest money
Create a budget plan
Self-employment

Evaluation
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