Kay Foerschle

City Aarau

findependent

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independent, transparent and at eye level

I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension issues. It is particularly important to me to formulate the sometimes complex relationships in a simple and understandable way and to communicate on an equal footing at all times.

I am also happy to provide input on mortgages and real estate.

Qualifications

Relevant Diplomas

  • TestedCertified International Investment Analyst CIIA, 2007

  • TestedDipl. Finanzanalytiker und Vermögensverwalter, 2007

  • TestedFinanzplaner mit eidg. FA, 2002

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Invest money

Financial Planning

Financial independence

Second opinion

Assess the overall financial situation

Pillar 3a

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