Davide Grimm
Be clever, Dübelstein!
Location: Dübendorf
Company: Dübelstein Consulting AG
Languages: Deutsch, Französisch, Englisch, Italienisch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF
Topics: Versicherungen, Vorsorge & Pensionsplanung, Steuern, Vermögensaufbau & Anlegen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Kryptowährungen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer
About Davide
For over 15 years, I've been helping people with their financial needs – more than 10 of those years in the insurance industry and over 5 years as a self-employed and independent insurance broker and financial advisor. During this time, I've had the privilege of advising over 1,500 private clients and more than 150 corporate clients, helping them find the best solutions for their individual requirements.
My expertise is based on sound training, including certifications as an insurance agent (VBV) and a certified financial advisor (IAF). I am an official insurance broker of the ETH AI Center and have a strong network to offer you tailored solutions with optimal terms.
My commitment is to the highest quality in consulting – a fact reflected in over 240 five-star reviews on Google. Together, we'll find the right strategy for your insurance, retirement planning, and financial planning.
Let's discuss your individual needs – I look forward to advising you personally!