Fabian Baur
Niederuzwil
Raiffeisenbank Regio Uzwil
(5 with 3 ratings)
Website
Financial planning with heart and mind.
I have been working in the financial sector in various countries for almost 10 years.
When dealing with customers, I can fully live out my passion. I enjoy responding to their needs, finding solutions and offering them a positive experience. Whether it is answering their questions, solving problems or just having a friendly chat - I am involved with heart and soul. For me, customer meetings are not just a task, but an opportunity to share my enthusiasm and create added value.
People often describe me as humorous and solution-oriented and appreciate my honest and direct communication.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. Fachausweis, 2023- Zert. Vermögensberater IAF, 2022
- Dipl. Finanzberater IAF, 2022
- Zertifizierter Individualkundenberater, 2021
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Topics:
Assess the overall financial situation
Invest money
Financial Planning
Budget plan after retirement
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pension fund buy-in, is it worthwhile?
Pillar 3a
Create a budget plan
Partner protection
Homeownership in retirement age
Pension situation
Save taxes in retirement
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Budget plan after divorce
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Sell a property
Finance a holiday home
Reviews (3)
G
Roland
15.09.2024
Wir lernten Hr. Baur als kompetente und lösungsorientierte Person kennen. Nebst seinem fundierten Fachwissen, seiner ruhigen und überlegten Handungsweise ist er jederzeit auch für ein Spässchen zu haben! Kurz gesagt, eine Bereicherung für die Raffeisen Regio Bank Uzwil.
G
Ursula
12.06.2024
Super Beratung! Kompetente und geduldige Fachperson. Nach einer gesamtheitlichen Beurteilung meiner finanziellen Situation, konnten wir anschliessend gemeinsam auf meine spezifischen Bedürfnisse und Fragen eingehen. Ich kann nun mit einem guten Gewissen meine Pensionierung geniessen und habe je ...
G
Marco
08.05.2024
Top Service und eine echte Bereicherung des Bankenplatzes Region Uzwil.
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