Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I ...
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I help people achieve their financial goals twice as fast - without commissions and without conflicts of interest.
The problem:
Most people struggle with opaque finances, a lack of financial knowledge and poor advice (mostly unconsciously). This is how you lose time and money through wrong decisions and a lack of strategy.
The solution:
Instead of just treating symptoms, I tackle the root of the problem:
• Building real financial knowledge and awareness
• Developing a customized financial strategy that suits you
• Continuous support during implementation
The result:
• Achieving goals twice as quickly
• Maximum financial security
• Better quality of life through less financial stress
• 100% transparency and independence
The difference:
• No commissions - only honest advice on a fee basis
• Focus on education instead of selling products
• Holistic approach: combining wealth and well-being
• Proven results instead of empty promises for over 20 years in over 5,000 financial consultations Show less
There for you. 100% independent.
Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relations ...
There for you. 100% independent.
Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relationship.
As the founder and Chief Investment Officer (CIO) of Prospera-Invest, I have devoted myself wholeheartedly to the investment business. Prospera-Invest emerged from my own family office.
Why is this important to you?
This means that I invest your money depending on your personal needs, just like my own and that of my family. Your and my interests are therefore automatically aligned and it is therefore a matter of course for us that we do not sell financial products or receive any other donations from third parties.
In addition to our independence, we also stand out from our competitors in terms of our investment approach. This is very flexible and is based on a purely data-driven and rule-based investment and risk management strategy. This enables us to take advantage of opportunities in any market situation and to manage risks appropriately.
If you would also like to benefit from our services, then just contact me for an initial, non-binding discussion.
I would be delighted to meet you personally!
***
My experience:
My knowledge and experience are based on over 15 years of financial market experience as a private investor, trader and employee in the financial industry. My professional career has taken me, among other things, to the major Swiss bank Credit Suisse, where I worked in private banking and in the trading department for options and derivatives. After successfully co-founding a startup, I was most recently responsible for supporting Swiss banks in the ETF and index investment area at the asset management company BlackRock. I also have a master's degree in accounting and finance from the University of St. Gallen and am a Chartered Financial Analyst (CFA) designation. Show less
Certified Environmental, Social and Governance Analyst CESGA
Finanzplaner mit eidg. FA
CCFE Certified Crypto Finance Expert
Family man
Athlete & Connoisseur
Globetrotter
My name is Marco Eberle and my passion is to support people independently and free of conflicts of interest in their individual financial needs. With ...
My name is Marco Eberle and my passion is to support people independently and free of conflicts of interest in their individual financial needs. With over 20 years of experience in advising private and institutional clients, I know the challenges and wishes of my clients exactly.
In my career, I have provided wealthy private individuals and professional institutional clients with strategic and holistic advice on all investment and financial matters. I attach great importance to objectivity and transparency. My extensive further training - including a master's degree, a federal professional certificate in financial planning and a specialization in sustainable investments - makes me your competent and independent partner in all financial matters.
Let's tackle your goals together and without conflicts of interest. I look forward to getting to know you in a free initial consultation!
Find out more:
www.linkedin.com/in/marco-eberle-3b322280 Show less
Would you like a truly professional investment solution with personal support like in private banking?
With me, you get tailor-made investment soluti ...
Would you like a truly professional investment solution with personal support like in private banking?
With me, you get tailor-made investment solutions that meet your financial goals exactly. With over 10 years of experience in international private banking, 20 years of investment expertise and a strong team in the background, I combine security and growth for your long-term success.
This is what you get from me:
1. Clear communication: Understandable advice for well-founded decisions.
2. Reliable expertise: Your assets are managed by an experienced team that focuses on security and stability.
3. Future-oriented strategies: Efficient asset management with fair fees and innovative approaches for higher returns.
Let us create a personal investment plan together, as we know it from international private banking. Show less
Hello and welcome to my profile :)
If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich ...
Hello and welcome to my profile :)
If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich based Certified Financial Planner (CFP™) who offers high-end financial planning. This means that I can advise you from a neutral perspective, completely independent from banks and provisions and therefore without any conflict of interest.
I gained my professional experience at a large Swiss insurer and also worked at an independent consulting boutique for academic professions in Zurich.
The specific benefits of my evidence-based advice:
- cost-effective investment solutions
- independent financial and pension planning
- insurance optimization (savings potential on average around 20% p.a.)
- tax-optimized pillars 3a and 3b
- attractive mortgage interest rates through neutral comparison
- well-founded advice on crypto assets and DeFi income strategies
- tax advice
I look forward to getting to know you in a non-binding initial consultation.
With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and option ...
With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and options so that you can choose the solution that suits you best today and in the long term.
As a trained financial planner with a federal professional certificate, I have been working in the financial sector for over 15 years at banks, pension foundations and training providers. In various specialist and management positions, I was responsible for customer portfolios in private banking and was a financial planning and BVG pension expert.
Customers and business partners value me for my specialist knowledge and wealth of experience in the field of finance and pensions. My profile is rounded off by my multilingualism (D/F/E), my network in the financial world and my teaching skills. Show less
Bachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“
WRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht
Lizenzierung Private Banking
,Family,Sport,Wine,Balance,
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.
What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.
I look forward to learning more about you and your goals in a non-binding initial consultation. Show less
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over ...
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over 5 years.
Over 1500 private customers and over 150 corporate customers.
>240 five-star Google reviews.
Official ETH AI Center insurance broker Show less
Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your le ...
Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your legal affairs, optimize your taxes and get comprehensive financial and pension planning, then you've come to the right place.
As a lawyer and federally certified financial planner, I offer you tailor-made advice that covers all of your needs. With me, you get 360° advice from a single source, so you no longer need a separate contact person for each area.
I firmly believe that a personal and trusting relationship is the key to long-term successful cooperation. That's why I attach great importance to close customer contact in order to understand your situation precisely and to be able to advise you in the best possible way.
If I have aroused your interest, do not hesitate to contact me. I look forward to meeting you personally. Show less
I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is ...
I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is why my first priority in my advice is to understand them. For me, it is about learning what is important to you, what your challenges, concerns, needs, starting point and much more are. I am convinced that you can only provide high-quality advice if you examine all sides first.
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after ...
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after your asset management mandate with passion or support you reliably, solution-oriented and straightforwardly with a portfolio analysis. Our costs are transparent and in line with the market.
Use our experience for your investments and benefit from a structured portfolio that is a pleasure both in uncertain times and in flourishing phases.
Contact me and we will arrange a free initial consultation. Show less
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes ...
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes, goals and dreams, so that everyone can shape their own life the way they want.
In my environment, I am perceived as a cheerful and joyful person, with the ability to bring the right amount of understanding, depth, objectivity and humor at the right moment. Show less
Fee-based consulting
