
Sascha Paul C.
Luzern
Cenorium AG
(5 with 2 ratings)
"Prepare, don't predict" - Professional Investment Advisory
How? There is no standardized solution for everyone. Therefore, I create an individualized investment approach tailored specifically to your goals and needs, placing long-term stability and strategic foresight at its core. Together, we’ll develop a comprehensive strategy that not only protects and grows your wealth but, if desired, thoughtfully integrates real estate investments and retirement planning.
It’s particularly important to me that you understand clearly what’s truly essential for your investments. With over 10 years of professional experience in portfolio management and advanced degrees in Finance & Economics, I provide you with practical knowledge and clarity—so that you can actively and confidently shape your financial future.
I look forward to getting to know you in a free, no-obligation introductory call. Please contact me directly to arrange an appointment or simply use the direct scheduling feature provided by the platform.
Thank you, and talk soon!
Sascha
Qualifications
Relevant Diplomas
CFA Charterholder, 2021
MSc in Money & Banking, 2015
BSc in Economics, 2012
Entry in the FIDLEG advisor register
Regservices.ch, ID SC42573
Language(s) in counseling
Englisch
Deutsch
Topics:
Invest money
Financial Planning
Pillar 3a
Buy a home
Financial independence
Invest vested benefits funds
Self-employment
Assess the overall financial situation
Partner protection
Living situation
Create a budget plan
Pension situation
Real estate as an investment object
Real estate as a pension
Major purchase
Pension fund buy-in, is it worthwhile?
Second opinion
Budget plan after divorce
Homeownership in retirement age
Early retirement, is it possible?
Tax optimization
Budget plan after retirement
Who inherits how much?
Receive a pension or capital
Optimize insurance policies
Settle an inheritance
Affordability as a widow
Insure against disability and death
Reviews (2)
Die Zusammenarbeit mit Sascha war sehr gut. Er hat sich viel Zeit genommen, um meine persönliche Situation zu verstehen, und eine massgeschneiderte Lösung entwickelt, mit der ich mehr als zufrieden bin. Angesichts seiner Professionalität und seines umfangreichen Fachwissens kann ich ihn jedem emp ...
Hervorragende Professionalität und ausgezeichnete Kommunikationsfähigkeiten. Sascha ist sehr strukturiert, sodass die Arbeit stets klar und verständlich war. Ich war beeindruckt von Saschas Fokus auf Details und seiner Fähigkeit, qualitativ hochwertige Ergebnisse zu liefern. Sehr zu empfehlen!

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