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- Worked for major banks for 13 years (financial planner and customer advisor for wealthy private customers) - Self-employed as a coach and advisor in ...

- Worked for major banks for 13 years (financial planner and customer advisor for wealthy private customers)
- Self-employed as a coach and advisor in the areas of finance, life and body & soul for 1 year
- I am convinced that knowledge in the area of finance and pension planning makes people more self-determined and independent. Those who take their finances into their own hands make more independent decisions and feel freer, stronger and more secure.

With my open and relaxed manner, I would like to awaken your curiosity and joy in finances and accompany you professionally on your path to financial independence in a trustworthy environment. Show less

With extensive experience in the hotel industry and a deep understanding of pension issues, I am at your side as a competent pension advisor. My speci ...

With extensive experience in the hotel industry and a deep understanding of pension issues, I am at your side as a competent pension advisor. My specialist knowledge of the hotel industry enables me to develop individual solutions that meet your needs and goals. Let's plan your future together and create financial security. Show less

About me: As a wealth planner at Swiss Life Wealth Managers, I have been supporting wealthy private individuals on their way to a self-determined li ...

About me:

As a wealth planner at Swiss Life Wealth Managers, I have been supporting wealthy private individuals on their way to a self-determined life full of financial confidence since 2023.

Before that, I worked for Zürcher Kantonalbank and VZ VermögensZentrum for a total of almost eight years.

My career began at Zürcher Kantonalbank, where I was able to gain valuable insights into the financial industry and its complex processes. This experience enabled me to lay a solid foundation in the financial world.

I then decided to further deepen my specialist knowledge and moved to VZ VermögensZentrum. There I completed my training as a financial advisor and planner and was able to further develop my skills in financial planning. At the same time, I completed my degree in business administration at the AKAD higher technical college, which I successfully completed.

What is important to you when working with customers?

When working with customers, I place great value on trust, transparency and long-termism. What I mean specifically by this is that it is very important to me that my customers understand and can comprehend the sometimes very complex relationships and topics that we discuss together. At the end of a conversation or when a decision is made, there should be no questions left unanswered. The decisive factor here is not that customers have extensive financial knowledge, but that we create a basis of trust together on which our cooperation and communication can build.

What do customers value about your work?

Customers praise my ability to explain complex financial topics in an understandable way. This helps them enormously in making well-founded decisions. With over eight years of practical experience in the financial sector and a degree, I bring extensive knowledge and expertise, particularly in the area of retirement planning. My openness, patience and inner calm help me a lot in empathizing with my customers.

Why did you decide to expand your expertise in the area of asset management/financial advice?

I became aware at a young age of the great and, above all, positive influence that financial literacy has on quality of life. This realization prompted me to first develop my expertise in the area of asset management and financial advice through training and then through a degree course. In my everyday working life, I am able to pursue an activity with which I can make a significant contribution to the quality of life of my customers and make a real difference. This fulfills me, is fun and motivates me every day.

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Graduate financial planner from Zurich. Half English and half Swiss, grew up in the canton of Schwyz. I worked in the financial industry in Zurich for ...

Graduate financial planner from Zurich. Half English and half Swiss, grew up in the canton of Schwyz. I worked in the financial industry in Zurich for 12 years and became self-employed 4 years ago. I am passionate about investing and pension planning. Independent advice is very important to me. My vision is to eradicate poverty in old age in Switzerland. :-) Show less

The cooperative business model of Bank Thalwil allows me as an advisor to provide fair and transparent advice. Personally, it is very important to me ...

The cooperative business model of Bank Thalwil allows me as an advisor to provide fair and transparent advice.

Personally, it is very important to me that the solutions presented are translated from technical jargon into generally understandable language and are understood accordingly by the customers.

I can draw on comprehensive financial training, several years of consulting work and my experience as a speaker in adult education on the subject of finance.

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- Underwriting at the largest Swiss insurer - Extended management at an international insurance broker - Support for internationally active companies ...

- Underwriting at the largest Swiss insurer
- Extended management at an international insurance broker
- Support for internationally active companies in insurance matters (focus on BVG)
- Financial and pension planning
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Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independe ...

Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independent real estate agent with know-how, heart and experience?

HABERLE IMMOBILIEN GmbH is neutral, independent and well connected. An initial contact to get to know each other and to discuss your wishes and ideas is non-binding and of course free of charge. Just come to me, I'm happy to be there for you and your project.

https://haberle.ch/ Show less

We are independent financial and wealth advisors with many years of international experience, including deep expertise in cross-border planning betwee ...

We are independent financial and wealth advisors with many years of international experience, including deep expertise in cross-border planning between Switzerland and the U.S..

Our mission is to help people reach financial independence faster, through clear, transparent, and personalized financial strategies.

What sets us apart? We work 100% independently, product-neutral, and exclusively on a fee-only basis — so your best interest always comes first. We don’t just show you what to do — we also explain why.
And every solution we recommend is one we believe in and use ourselves.

🔍 Our Services:
• Portfolio Check
Independent analysis of your current investments
• Wealth Advisory
Clarity on your financial situation with specific advice for free assets, 3rd pillar (Säule 3a), and vested benefits accounts
• Holistic Financial Planning with Investment Advisory: From building wealth to retirement income strategies (pension vs. lump sum) and drawdown planning
• Cross-Border Financial Planning (Switzerland–U.S.): Specialized support for U.S. persons living in Switzerland and Swiss nationals with U.S. ties — including investment, tax, and regulatory considerations
• Financial Education & Coaching: Learn how to invest across asset classes (stocks, bonds, gold, Bitcoin, real estate), instruments (ETFs, funds, derivatives), and strategies — from beginner to advanced

We help you achieve better long-term results with smarter decisions, lower costs, and a more strategic allocation between taxable wealth and retirement accounts.

💡 Who is this for? Whether you’re just starting out, already building wealth, or planning your financial future — we support you with expert guidance, real-world experience, and a clear plan.

Let’s find out together how you can reach your financial goals faster — with more clarity and confidence.

Still unsure? Follow us on social media (mostly in Swiss German though..):
🎧 Spotify: Finanzapero
📸 Instagram: @stuzz.ch
▶️ YouTube: STUZZ
💼 LinkedIn: STUZZ Show less