Jeffrey Haindl, CFA | Find a financial advisor

Jeffrey Haindl, CFA

City Zurich

STUZZ

(5 with 3 ratings)

Contact

Address

Website

Kreuzplatz 2, 8032 Zurich

Swiss and crossborder advise: fee-based & independent

Are you unfamiliar with the Swiss financial and retirement system and looking for a Swiss-based advisor with both local and international expertise? Or do you have assets and income streams across multiple jurisdictions and need holistic financial guidance?

As a Chartered Financial Analyst and Swiss & US financial planner, I have had the privilege of supporting numerous clients on their financial journey. Having lived in the United States for over 10 years, I understand the complexities of managing wealth across borders.

In Switzerland, most financial advisors work for or closely with banks and insurance companies, limiting their independence. At STUZZ, we work exclusively for you—as fee-only, independent advisors with a single objective: acting in your best interest.

About Us
I co-founded STUZZ with Reto Rauschenberger, and we both bring over 30 years of investment experience in both Swiss and international markets. Beyond financial advice, we are passionate about financial education. You can find us on Spotify, YouTube, Instagram, and Facebook, where we regularly discuss current financial topics. While our social media content is in Swiss-German, we offer workshops, financial coaching, and advisory services in English as well.

Please do not hesitate to contact us for a free initial consultation, virtually or in our office in the heart of Zurich. We look forward to hearing from you.

Qualifications

Relevant Diplomas

Certificate in Blockchain and Digital Assets, 2021
Certified Financial Planner, 2018
Chartered Financial Analyst (CFA), 2002
lic.oec.publ., 1997

Entry in the FIDLEG advisor register

Regservices.ch, ID JH67507

Language(s) in counseling

Englisch
Deutsch

Topics:

Invest money

Invest vested benefits funds

Assess the overall financial situation

Financial Planning

Pension fund buy-in, is it worthwhile?

Pillar 3a

Receive a pension or capital

Early retirement, is it possible?

Crypto consulting

Second opinion

Create a budget plan

Major purchase

Self-employment

Tax optimization

Buy a home

Budget plan after retirement

Budget plan after divorce

Real estate as an investment object

Save taxes in retirement

Finance a holiday home

Partner protection

Second opinion on retirement plan

Living situation

Real estate as a pension

Financial independence

Pension situation

Reviews (3)

Oliver

04.11.2024

Jeffrey besticht in seiner Finanzberatung durch eine unschlagbare Expertise in Investment und Altersvorsorge. Er geht ganz auf meine Bedürfnisse ein und wählt eine auf die Risikobereitschaft abgestimmte Diversifikation. Ich schlafe entspannt wie lange nicht mehr! Danke.

Patrick

23.10.2024

When my wife and I moved back to Switzerland from the US, the financial and tax planning became very complex. Thankfully, we were able to work with Jeff, who guided us through every step. Without Jeff's expertise, I don't know how we would have managed the intricate details and avoided costly mistak ...

Isabelle

Hey Jeff, thank you so much for having been an amazing source of information and support during our transition to Switzerland. It’s so hard to find experts with knowledge about multiple countries and the challenges faced by international families as they plan their financial future. Also, thank yo ...