City Luzern

Cenorium AG

(5 with 2 ratings)

"Prepare, don't predict" - Professional Investment Advisory

Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact market developments. What is possible, however—and what sets successful investors apart—is being thoughtfully prepared for volatile markets, geopolitical shifts, emerging trends, and crises. And that’s exactly where I can help you.

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

  • TestedCFA Charterholder, 2021

  • TestedMSc in Money & Banking, 2015

  • TestedBSc in Economics, 2012

Entry in the FIDLEG advisor register

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)

G

(without first names)

06.03.2025

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 ...

G

(without first names)

04.03.2025

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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