Florian Müller
Brig
AXA
(0 with 0 ratings)
Personality and experience
AXA employee
Pension advisor and financial advisor with federal professional certificate
VBV / AFA examination expert
Training: Financial planner with federal professional certificate / VSK qualified business specialist / IAF U&V qualified occupational pension advisor / CYP Swiss Banking
Qualifications
Relevant Diplomas
Dipl. Berater berufliche Vorsorge IAF, 2023- Finanzplaner mit eidg. FA, 2016
- Dipl. Wirtschaftsfachmann VSK, 2011
Language(s) in counseling
Deutsch
Deutsch
Relevant memberships
Berufsbildungsverband der Versicherungswirtschaft VBV
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Pension fund buy-in, is it worthwhile?
Pillar 3a
Financial Planning
Invest money
Receive a pension or capital
Early retirement, is it possible?
Insure against disability and death
Partner protection
Save taxes in retirement
Tax optimization
Self-employment
Invest vested benefits funds
Financial independence
Pension situation
Optimize insurance policies
Second opinion
Evaluation
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