City Olten

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Certified Financial Planner CFP | Passion for Pension Planning in Switzerland

I have been developing financial and pension plans for the Raiffeisenbank in Olten for 5 years. I tailor the plans to the individual goals and wishes as well as the initial situations of the customers. I love working with the customers to find the right way to achieve the goals and to take the path together.

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

  • TestedCAS Swiss Legal Aspects of Financial Planing, 2023

  • TestedCAS Swiss Social Security, 2023

  • TestedCAS Finance, 2023

  • TestedCAS Anlageberatung, 2021

  • TestedBachelor of Science Business Administration FHNW, 2017

  • TestedMaster of Advanced Studies (MAS) in Financial Consulting, 2024

  • TestedCAS 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

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