Daniel Geisselhardt
Ermatingen
Geisselhardt Finanzberatung AG
(0 with 0 ratings)
financial advisor with passion
Qualifications
Relevant Diplomas
Eidg. Dipl. Bankfachmann, 1985- Executive Program Swiss Banking School (Swiss Finance Institute), 1994
- INSEAD, Fontainebleau International Executive Programme, 2004
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Assess the overall financial situation
Second opinion
Invest money
Financial Planning
Pillar 3a
Budget plan after retirement
Second opinion on retirement plan
Invest vested benefits funds
Financial independence
Pension situation
Save taxes in retirement
Buy a home
Evaluation
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