Tommaso Rubino
Top Rated

City Ermatingen

Finanzberatungen Rubino

(5 with 15 ratings)

Valuable financial advice with heart & mind

Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I help people achieve their financial goals twice as fast - without commissions and without conflicts of interest.

The problem:
Most people struggle with opaque finances, a lack of financial knowledge and poor advice (mostly unconsciously). This is how you lose time and money through wrong decisions and a lack of strategy.

The solution:
Instead of just treating symptoms, I tackle the root of the problem:
• Building real financial knowledge and awareness
• Developing a customized financial strategy that suits you
• Continuous support during implementation

The result:
• Achieving goals twice as quickly
• Maximum financial security
• Better quality of life through less financial stress
• 100% transparency and independence

The difference:
• No commissions - only honest advice on a fee basis
• Focus on education instead of selling products
• Holistic approach: combining wealth and well-being
• Proven results instead of empty promises for over 20 years in over 5,000 financial consultations

Qualifications

Relevant Diplomas

  • TestedFinanzplaner, 2017

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Englisch

  • Italienisch

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • FINMA unterstellt

Topics:

Receive a pension or capital

Early retirement, is it possible?

Pension fund buy-in, is it worthwhile?

Invest money

Assess the overall financial situation

Homeownership in retirement age

Who inherits how much?

Second opinion on retirement plan

Save taxes in retirement

Financial independence

Pension situation

Financial Planning

Advance directive and living will

Tax optimization

Budget plan after retirement

Buy a home

Sell a property

Living situation

Pillar 3a

Advance on inheritance

Create a budget plan

Partner protection

Budget plan after divorce

Settle an inheritance

Donate an inheritance

Self-employment

Second opinion

Optimize tax burden after retirement

Real estate as a pension

Affordability as a widow

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Major purchase

Reviews (15)

G

Juan

10.03.2025

Tommaso ist ein kompetenter,organisierter Berater, in fragen über Lösungen in Finanzwege. Ich würde Tommaso absolut weiter empfehlen.

G

Nicola Negro

27.02.2025

Cordialità esperienza e sempre disponibile per tutte le problematiche.

G

Miro P. Quenson

09.02.2025

Da ich Tommaso Rubino bereits seit Jahren durch gemeinsame berufliche Tätigkeiten kenne, war es für mich ein leichtes, Ihn meiner Mutter für Ihre Finanz - und Pensionsplanung zu empfehlen. Seine Gewissenhaftigkeit und Transparenz als Experte, machte Ihn auch bei meiner Mutter zur ersten Wahl.

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