Fabian Palm
Expertise and reliability for my clients
Location: Solothurn
Company: Swiss Life, Generalagentur Solothurn Oberaargau
Languages: Deutsch
Qualifications: Finanzberater IAF, Finanzplaner mit eidg. FA, Swiss Life Phase 1, Swiss Life Phase 2, Swiss Life Phase 3, Swiss Life Phase 4 (Kollektiv), Swiss Lite - BVG 1e
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
About Fabian
From October 2016 to the end of 2018, I primarily worked in the area of advising and supporting private clients. Since 2019, I have specialized primarily in corporate clients, particularly in occupational pension schemes, and now hold the main responsibility for this area within our agency. In the private client sector, I advise my clients primarily on pension and financial planning, as well as financing and investments.