Marlon Recine CFP
Your Financial Clarity Starts Here
Location: Zug
Company: Trust FIN GmbH
Languages: Deutsch, Italienisch, Englisch
Qualifications: Finanzplaner mit eidg. FA, Certified Financial Planner CFP, Dipl. Finanzberater IAF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Internationale Steuerplanung, Steuern bei Kapitalbezug, Erbschaftssteuer, ETF-Portfolios, Pensionskasse, Rentenbezug vs. Kapitalbezug, Frühpensionierung, Hypotheken-Optimierung, PK-Einkauf, Steueroptimierung bei Kapitalbezug, Kryptowährungen, Lebensversicherung, Säule 3a Steueroptimierung, 3. Säule, AHV-Optimierung, Steueroptimierte Nachfolge, Unternehmensnachfolge, Testament, Wohnsitz-Optimierung, Investieren statt Sparen
About Marlon
In a financial world full of platforms, products, and promises, FIN takes a different approach.
We believe that true clarity comes from independent advice – aligned with your goals, precisely structured, and designed to evolve with you.
Our principle is simple: Everyone deserves financial clarity and true guidance.
We believe true financial advice means understanding where you want to go.
Get to know FIN in a free initial consultation to find your guiding light together.
Financial needs change, just like life itself.
At FIN, you get modular, transparent services that adapt to your life stages – from your first investment to your retirement strategy.
Always one step ahead with FIN / trust-fin.ch
Our Services:
+ Completing your tax return: Modular fixed packages
+ Tax planning / tax advice: Fee-based
+ Investment strategy: Fixed packages and fee-based
+ Real estate financing: Fixed packages and fee-based
+ Pension planning: Fixed packages and fee-based