Serafino Fortino
Hinwil
Selbstständig
(0 with 0 ratings)
The house bank or the trusted insurance agent is not always the best solution
I have been working in the financial services industry since 1990 (major bank and regional bank, insurance). I have very in-depth knowledge in the areas of pensions, investments and financing. As a real estate agent, I was able to acquire the necessary skills in my last job. As an independent financial expert, I advise my customers in a results- and needs-oriented manner.
Qualifications
Relevant Diplomas
Zertifizierter Individualkundenberater, 2022- Zert. Vermögensberater FIDLEG, 2021
Entry in the FIDLEG advisor register
ARIF, ID 00
Language(s) in counseling
Französisch
Italienisch
Deutsch
Relevant memberships
Berufsbildungsverband der Versicherungswirtschaft VBV
FINMA unterstellt
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Early retirement, is it possible?
Create a budget plan
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?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Real estate as a pension
Affordability as a widow
Finance a holiday home
Financial independence
Major purchase
Pension situation
Advance directive and living will
Optimize insurance policies
Living situation
Crypto consulting
Evaluation
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