Thomas Andreas Weber

City Oftringen

Finvor GmbH (Experte für Ihre Finanzplanung und Vorsorge)

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Your specialist in retirement planning and investing

Qualifications:
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

  • TestedCertified Financial Planner, 2024

  • TestedDipl. Finanzplanungsexperte NDS HF, 2023

  • TestedMaster of Advanced Studies ZFH in Banking & Finance, 2016

  • TestedBachelor of Science ZFH in Betriebsökonomie mit Vertiefung in Banking & Finance, 2012

  • TestedSozialversicherungs-Fachmann mit eidg. FA, 2019

  • TestedDipl. 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

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