Thomas Andreas Weber
Zürich
Finvor GmbH (Experte für Ihre Finanzplanung und Vorsorge)
(4.9 with 5 ratings)
Website
Your specialist in retirement planning and investing
Master's in Banking & Finance NDS FH (HWZ), Bachelor of Science in Business Administration (HWZ), Certified Financial Planning Expert NDS HF, Certified Social Insurance Specialist with Federal Certificate of Competence, Certified Financial Advisor IAF
Professional Experience:
8 years at major banks, 8 years at regional banks, 8 years at insurance
Current Part-time Positions:
Member of the Board of Directors of Immocompass AG, President and Head of the Quality Assurance Commission for Certified Insurance and Pension Advisors IAF, Head of Department for Certified Financial Advisors IAF, Main Expert/Examination Author for Certified Financial Planners with Federal Certificate of Competence, Lecturer at Mendo AG (Assets Module, Certified Financial Advisor IAF Course), and experience as a member of the Board of Trustees of a pension fund
Qualifications
Relevant Diplomas
Certified Financial Planner, 2024- Dipl. Finanzplanungsexperte NDS HF, 2023
- Master of Advanced Studies ZFH in Banking & Finance, 2016
- Bachelor of Science ZFH in Betriebsökonomie mit Vertiefung in Banking & Finance, 2012
- Sozialversicherungs-Fachmann mit eidg. FA, 2019
- Dipl. Finanzberater IAF, 2007
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
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
Settle an inheritance
Tax optimization
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
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Reviews (5)
G
Elisabeth
12.06.2025
Herr Weber unterstützt mich in meinen finanziellen Angelegenheiten seit langer Zeit. Ich wurde immer sehr gut beraten. Es gibt kein Problem, kein Anliegen welches er nicht kompetent bearbeiten konnte. Ich kann Herr Weber sehr empfehlen.
G
Isabelle
12.06.2025
Ich hatte eine sehr anspruchsvolle Ausgangslage mit vielen Hindernissen und Problemen. Herr Weber hat alle Probleme sehr professionell, souverän und immer transparent gelöst. Ich kann Herr Weber sehr empfehlen.
G
(without first names)
09.06.2025
Die Beratung von Andreas Weber war sehr aufschlussreich und hilfreich. Ich fühlte mich gut beraten und weiss nun, welche Massnahmen ich umsetzten soll. Gerne komme ich zur gegebener Zeit wieder zu Ihnen.
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