I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitabl ...

I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitable foundations.

I obtained my master's degree in banking management from the Frankfurt School of Finance & Management. I started my career in 1996 at Commerzbank in Germany. In 2005 I moved to Switzerland to work first for a major Swiss bank and then for a Swiss private bank.

My many years of expertise in private banking and my uncompromising focus on the needs of investors are highly valued by my clients. Show less

Theo Gerber has not entered any text yet.

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 years of professional experience, I am happy to help you find the best solution. Show less

More than 25 years of professional experience in the finance and insurance sector Functions: Management, customer service as a financial planner and ...

More than 25 years of professional experience in the finance and insurance sector

Functions: Management, customer service as a financial planner and investment and credit specialist at major banks

Co-founder and owner of Finarenco AG Show less

- Many years of experience in the areas of insurance and financial services - Further training as a financial planner with a federal professional cert ...

- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional certificate
- Analytical thinking, competent, efficient, structured, resilient, solution-oriented, loyal, discreet
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I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension ...

I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension issues. It is particularly important to me to formulate the sometimes complex relationships in a simple and understandable way and to communicate on an equal footing at all times.

I am also happy to provide input on mortgages and real estate. 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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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