Raiffeisenbank employee
AXA employee
Pension advisor and financial advisor with federal professional certificate
VBV / AFA examination expert
Trainin ...
Raiffeisenbank employee
AXA employee
Pension advisor and financial advisor with federal professional certificate
VBV / AFA examination expert
Training: Financial planner with federal professional certificate / VSK qualified business specialist / IAF U&V qualified occupational pension advisor / CYP Swiss Banking Show less
- upbeat and optimistic
- solution-oriented in a straightforward manner
- several years of experience in the financial sector
- owner of valvida - fin ...
- upbeat and optimistic
- solution-oriented in a straightforward manner
- several years of experience in the financial sector
- owner of valvida - financial planning, insurance and real estate Show less
The vision and goal of NEUTRALENVERSICHERUNGSBÜRO Lerjen&Grogg is to provide competent support to every person, every household and every company in ...
The vision and goal of NEUTRALENVERSICHERUNGSBÜRO Lerjen&Grogg is to provide competent support to every person, every household and every company in the areas of financial planning, real estate, investments, insurance, pensions and health insurance. We are committed to our customers and are available to you at any time for all financial questions. With NVB at your side, you have a qualified and reliable business partner in the financial sector who is on an equal footing. Show less
My motivation / my WHY
Even as a child, the subject of money often caused disagreements and left me with a feeling of unease. That's why money took o ...
My motivation / my WHY
Even as a child, the subject of money often caused disagreements and left me with a feeling of unease. That's why money took on a special meaning in my life. Today, it is important to me to show others how they can use simple strategies to make their money work for them in order to experience abundance and wealth.
I discovered my passion for finances at an early age. I have been consistently pursuing my wealth building for more than two decades. Around 20 years ago, I bought my first shares and bonds. With commitment and dedication, I continuously deepened my knowledge in this area over the following years. It is important to me that I apply all the financial approaches that I pass on to others myself and have thoroughly tested them.
Married. Sports enthusiast and performance-oriented.
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions ...
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions with fair conditions are of great importance. Show less
Education:
Banking Economist, Finance and Investment Expert (Federal Diploma), Certified International Wealth Manager, Insurance Intermediary (AFA)
...
Education:
Banking Economist, Finance and Investment Expert (Federal Diploma), Certified International Wealth Manager, Insurance Intermediary (AFA)
About me:
With over 10 years of experience in the financial sector, I held a management position within a renowned firm specializing in wealth management, taxation, and retirement planning. My career has allowed me to develop in-depth expertise, combining financial strategy and personalized client support. Committed to excellence, I have complemented my expertise with extensive academic training, strengthening my ability to anticipate market developments and offer solutions tailored to the most demanding needs. Show less
Hey - I'm pleased to welcome you here.
My name is Hendrik, I was born, grew up and still live in beautiful Graubünden. I use my free time to spend t ...
Hey - I'm pleased to welcome you here.
My name is Hendrik, I was born, grew up and still live in beautiful Graubünden. I use my free time to spend time with my family, eat well or ride my motorcycle.
After my training as a merchant EFZ, I was drawn to the insurance and finance industry. To this day, it is an extremely interesting area for me both privately and professionally, as every situation, every customer and every family is different. After successfully completing my training as an insurance broker VBV, I decided to deepen my passion for the world of finance and investments. First, I was able to acquire expanded knowledge about pensions, insurance, finance and real estate through further training as a certified financial advisor IAF.
True to the motto of lifelong learning, I completed the federal professional certificate as a financial planner in 2023. Show less
Everyone has dreams as a child, but these are often buried as we grow older due to external influences and opinions.
No one is protected from externa ...
Everyone has dreams as a child, but these are often buried as we grow older due to external influences and opinions.
No one is protected from external influences.
We at Fabjoos finance GmbH pass on our knowledge, insights and experiences to you so that you can achieve your goals.
It is never too early or too late to deal with the topic of finances, because they accompany us throughout our lives. Show less
Fee-based consulting
