
Kay Foerschle
Aarau
findependent
(0 with 0 ratings)
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.
I am also happy to provide input on mortgages and real estate.
Qualifications
Relevant Diplomas
Certified International Investment Analyst CIIA, 2007
Dipl. Finanzanalytiker und Vermögensverwalter, 2007
Finanzplaner 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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