Linus Steiner
Together we will master every phase of life.
Location: Wald
Company: LisSt GmbH
Languages: Deutsch
Qualifications: Dipl. Finanzberater IAF, Immobilienbewerter, Dipl. Fondsberater IAF, Ausbildung zum Finanzplaner mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Versicherungen, Immobilie, Vermögensaufbau & Anlegen, Nachfolgeplanung, Steuern
Specialties: Rentenbezug vs. Kapitalbezug, PK-Einkauf, AHV-Optimierung, Frühpensionierung, Pensionskasse, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Immobilie verkaufen, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Erbschaftssteuer
Rating: 5.0 out of 5 (13 reviews)
About Linus
Life brings different phases that need to be navigated. It's good to have advice and support during these times. No product or company should be your guide. You should be accompanied and advised on your endeavors. What you need, who can help, and so on... will emerge from your unique situation. Together, we will master this.
After school, I completed an apprenticeship as a stonemason. I remained loyal to this profession for 11 years, including the apprenticeship itself. I still keep in touch with people I met during that time. In 2000, I changed careers, which involved extensive training and further education. This led to my first contact with the financial world at a brokerage firm.
After a detour via Swiss Life, where I worked as a pension advisor, I found my way to Credit Suisse and started there in 2007 as a private client advisor. In January 2009, I was promoted to Assistant Vice President (authorized signatory) and in mid-2009 to Deputy Head of Private Clients at Werdmühleplatz in Zurich. In addition to advising clients, I trained future advisors at the Credit Suisse Business School. Furthermore, as a financial planner, I advised not only our clients but also Credit Suisse staff.
As a financial planner, I also had professional management responsibility in the Zurich City and Zurich North regions. Later, I moved into a department where I was able to advise clients worldwide. Following this, I completed further training at Credit Suisse, including becoming a real estate appraiser, and advised clients on financing. In 2018, I joined Raiffeisen in Wald, where I supported clients in all aspects of their finances.