Clara Creitz
Own Your Life. Own Your Money. Own Your Plan. - Financial Planning for Women & Couples
Location: Zürich
Company: Finelles GmbH
Languages: Englisch, Deutsch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF, Certified Financial Planner CFP
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Versicherungen
Specialties: 3. Säule, Investieren statt Sparen, ETF-Portfolios, Erwerbsunfähigkeitsversicherung, Lebensversicherung, Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steuern bei Kapitalbezug, Wohnsituation im Alter, Eigenheimkauf, Säule 3a Steuern, Testament, Patientenverfügung, Nachhaltige Anlagen
Rating: 4.9 out of 5 (52 reviews)
About Clara
Who I am
I am Clara Creitz, Financial Planner with a Swiss Federal Diploma, Certified Financial Planner (CFP®), IAF Financial Advisor, IAF Wealth Advisor, and founder of Finelles GmbH. I help women and couples understand their finances and make confident, independent decisions.
What sets me apart
With over 14 years of experience in the financial industry, I combine in-depth expertise with clear, straightforward communication. As a FINMA-accredited insurance intermediary and investment advisor, and member of the Swiss Financial Planning Organization (SFPO), I meet the highest professional standards. Having grown up in Germany and the USA and lived in 6 countries (Switzerland, Italy, Germany, USA, Turkey and Australia), I also have a strong understanding of international financial and pension planning situations.
My mission
I make financial planning accessible, understandable and independent for women – because poverty in old age should never be a women's issue.
How I can help
Holistic financial planning, retirement planning and pension analysis
Savings and investment strategies as well as budget optimization
Guidance through major life decisions (marriage, cohabitation, self-employment, retirement)
Financial education for private individuals
Independent, fee-based financial advisory
Who I can help
Employees
Business owners
Self-employed individuals
Expats
Families
Heirs
Divorcees