Vinzenz Perren
Because true financial planning means more than selling products
Location: Schlieren
Company: Caveo
Languages: Deutsch, Italienisch, Englisch
Qualifications: Finanzberater IAF, CCFF, Finanzplaner FA, Finanzplaner mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Pensionskasse, Rentenbezug vs. Kapitalbezug, Frühpensionierung, Investieren statt Sparen, ETF-Portfolios, Alternative Anlagen, Kryptowährungen, Eigenheimkauf, Anlageobjekte, Säule 3a Steuern
Rating: 5.0 out of 5 (16 reviews)
About Vinzenz
My name is Vinzenz Perren – an independent financial planner and passionate advocate for financial education. I laid my foundation as a financial planner over several years at an established Swiss financial services provider. During this time, I had the privilege of supporting numerous clients and gained invaluable experience. However, I also realized that all traditional consulting models prioritize sales targets over people. Therefore, I consciously chose a different path. Today I work neutrally, independently, and without sales pressure – entirely in the best interests of my clients. What's in it for you? Honest, evidence-based, and forecast-free financial planning that brings you clarity, consistently focuses on your goals, and provides you with a significant financial advantage through sound structure, targeted optimization, and independent guidance. This is achieved not only by avoiding unnecessary product costs, but above all through holistic planning, smart optimizations, and a structured approach aligned with your individual life goals. My mission: Financial education instead of financial products. I am convinced that those who understand financial relationships make better decisions – self-determined, with a long-term perspective, and with peace of mind. Therefore, education is a central component of my consulting services. I take my time, explain things clearly, and guide you step by step toward your personal financial strategy.\n\nMy areas of expertise:\n- Financial & retirement planning\n- Retirement planning concepts including tax optimization\n- Investment advice as a comprehensive concept\n- Home financing & refinancing\n- Legal planning: advance healthcare directives, powers of attorney, support agreements\n- Prenuptial & inheritance agreements, wills\n\nAll services are also available for expats and their specific challenges.\n\nLet's talk.\nIn a free initial consultation, we'll answer your financial questions – thoroughly, personally, and on equal terms.\n\nVinzenz Perren\nIndependent financial planner – For more clarity, freedom, and financial education.\n\n