Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how ...

Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how it turns out, the important thing is that you keep learning new things and can pass on your diverse know-how to your customers. I would be happy to move mountains for you. Show less

I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the qua ...

I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the quality that you deserve.
I have sufficient experience, especially in the areas of taxes, pension planning, marriage and inheritance contracts, pension planning, and all personal insurance, which will benefit you. I can also help you with the following topics: - cohabitation agreements, wills with or without legacies, provision for your beloved pet, living wills, help in finding new home financing.
In short, I am your partner for all things financial.
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Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with V ...

Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with VBV diploma, NLP practitioner with Marc Galal 01.2023
Hobbies: Sports in general (jogging, hiking) and floorball (referee / fun team) Show less

For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pe ...

For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pension and financial planning, asset optimization, investment advice, etc.) Show less

Daniele Larocca has not entered any text yet.

As a financial planner, my company aims to present you with the solutions you require for questions relating to financial advice and financial plannin ...

As a financial planner, my company aims to present you with the solutions you require for questions relating to financial advice and financial planning. This can be done either as purely strategic advice and planning work or, if you wish, as support in the operational implementation based on the solution you have chosen.

So that I can calculate the scope of your questions and my advice and planning effort, I find it useful if a short exchange could take place via Zoom or Teams.

This way I know what it is specifically about, how I can help you with your issue, what documents I would need and what the next steps could be.

My advice and planning areas cover the following issues: Retirement and risk planning as part of pension provision, asset investment, real estate financing, insurance cover for private individuals and SMEs. Tax, property and inheritance law issues, financial planning, pension planning.

A budget can also be drawn up together on request.

My professional career has led me into finance, or rather into financial planning and all related areas, contexts and issues. Show less

Welcome to my profile! 😊 Everyone has individual goals and dreams – that’s why a customized financial strategy is essential. I guide you throu ...

Welcome to my profile! 😊

Everyone has individual goals and dreams – that’s why a customized financial strategy is essential. I guide you through the financial jungle and help you optimize your finances, minimize risks, and build long-term wealth.

🔹 More financial freedom through smart financial optimization
🔹 Secure retirement planning & smart investment strategies for your future
🔹 Budget planning that helps you get the most out of your income
🔹 Real estate financing tailored to your needs

My goal? Maximum financial advantage for you!
As your personal advisor, I’m by your side for the long term – independent, honest, and with a clear plan.

📩 Let’s talk! I look forward to hearing from you. Show less

Marvin Dürst has not entered any text yet.

Christa Janjic-Marti has not entered any text yet.

Pedro Costa has not entered any text yet.

My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure t ...

My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure that we achieve your goal together.

In short:
Married since 2007, 2 children, born on May 22, 1978, originally from Appenzellerland, now living in Samstagern

At LLB AG:
In Private Banking Rapperswil since 2018

How and where do I like to relax?
On an exciting hike with my family

What is important to me when working with customers?
Building a long-term, trusting working relationship with customers through honesty and commitment. Show less