Tobias Bangerter
Tobi's 2nd Opinion...for your financial decision: simple - honest - independent
Location: Zürich
Company: Tobis 2nd Opinion
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
Rating: 5.0 out of 5 (16 reviews)
About Tobias
For over 20 years, I've worked in the financial industry, specializing in financial consulting and managing financial data solutions for banks, insurance companies, and pension funds. After graduating from high school (with a focus on economics) and completing my teacher training, I transitioned to the private sector because I was drawn to direct contact with people. As a financial advisor, I primarily helped my peers manage their finances independently.
I'm passionate about the stock market, cost-effective investments, and easily understandable concepts. I want to share my knowledge and experience by providing you with the information you need to make the right decisions for yourself, rather than selling products. My approach is honest, independent, and free from any sales pressure.