Davide Zanetti
Your life. Your finances. Your decisions.
Location: Teufen
Company: Finanzunterricht.ch
Languages: Italienisch, Deutsch
Qualifications: Finanzplaner mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilienfinanzierung, Steueroptimierung, Versicherungen, Nachfolgeplanung
Specialties: Rentenbezug vs. Kapitalbezug, ETF-Portfolios, 3. Säule, Erwerbsunfähigkeitsversicherung, Erbschaftssteuer
Rating: 5.0 out of 5 (3 reviews)
About Davide
Who I am:
I am Davide Zanetti, a certified financial planner and founder of Finanzunterricht.ch. With over ten years of experience in financial consulting and a great passion for education, I help people manage their finances confidently and sustainably – in a way that is understandable, practical, and independent.
What sets me apart:
I combine sound expertise with clear communication and a genuine interest in the individual circumstances of my clients. It is particularly important to me that financial education doesn't remain theoretical but leads directly to action – whether for young adults, families, or self-employed individuals.
My mission:
I want to bring financial knowledge to where it is needed most – in schools, businesses, and to individuals. My goal is to become the leading provider of financial education at vocational and commercial schools in Switzerland, while simultaneously supporting individuals and companies through personalized consulting.
How I can help:
• For individuals: Structured financial planning, support with retirement planning, savings strategies, budget and tax optimization.
``` • For companies: Financial education for employees (e.g., workshops, lunch & learns) to strengthen financial resilience, job satisfaction, and productivity.
• For schools: Interactive teaching formats that prepare young people for their financial future.
What my clients say:
"Finally, someone who explains finances in a way that's easy to understand—and doesn't immediately try to sell you something."