Nicolas Baeriswyl
Let's move forward together
Location: Fribourg
Company: Baeriswyl Beratungen GmbH
Languages: Deutsch, Französisch, Englisch
Qualifications: Finanzplaner mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
Rating: 5.0 out of 5 (10 reviews)
About Nicolas
With my networked, independent, and trilingual advice, you will receive clear
decision-making information. You will receive background information and options so you can choose the solution that best suits you today and in the long term.
As a qualified financial planner with a federal professional certificate, I have been working in the financial industry for over 15 years at banks, pension funds, and training providers. In various specialist and management positions, I was responsible for client portfolios in private banking and was a financial planning and BVG pension expert.
Clients and business partners alike value me for my specialist knowledge and wealth of experience in the field of finance and pensions. My profile is rounded out by my multilingualism (German/French/English), my network in the financial world, and my teaching skills.