I am not only committed to helping people in my job
But I also live this out in my private life by holding various board and voluntary positions.
As a business and financial coach, I bring with me not only the appropriate training but also the necessary experience of over 15 years and a tact whe ...
As a business and financial coach, I bring with me not only the appropriate training but also the necessary experience of over 15 years and a tact when it comes to insurance, pensions and finance.
As a partner on an equal footing, I will present you with all analyses and plans in a short and concise manner. Together we will find the best solution for you so that your wishes are or will be fulfilled.
Stefan Kälin, your financial coach for life:
Where growth is created through personal coaching and a strong partnership!! Show less
As a married father of two daughters, I can empathize/think very well with the respective situations of other families. I find this an important aspec ...
As a married father of two daughters, I can empathize/think very well with the respective situations of other families. I find this an important aspect in advising on financial family matters, as a certain degree of empathy must be present. So to speak, you know one or two "problems" because you can speak from experience.
As a Certified Financial Planner CFP®️, you can expect from me that you will receive high-quality advice that covers all areas and is comprehensive.
Thanks to my experience, which I gained at the life insurer Swiss Life and at my current employer Raiffeisen, I can offer you added value from both areas. Show less
Money alone does not make you happy - but it gives you freedom, security and the opportunity to realize your dreams. As a pension and asset advisor ...
Money alone does not make you happy - but it gives you freedom, security and the opportunity to realize your dreams. As a pension and asset advisor for young people, I help you to optimize your budget, build wealth, reduce debt and become financially independent. Together we will implement your financial goals - step by step, strategically and sustainably.
My path into the financial world began in a network trading company, where I not only gained valuable insights into the market, but also learned how crucial the right mindset is for success. This experience inspired me to find my true calling: to help young people develop a healthy relationship with money and be financially secure in the long term. That's why I joined Finanz Netz Consulting GmbH - as your partner for a successful financial future.
I am convinced that handling money wisely can improve your life in the long term. Let's work together to get your finances under control - for more freedom, fewer worries and a future that you determine yourself.
Master of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
Diploma of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
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
Certificate of Advanced Studies Hochschule Luzern/FHZ in Vermögensberatung
Financial decisions should never be viewed in isolation. That's why I place great importance on creating a trusting basis in my consultations and taki ...
Financial decisions should never be viewed in isolation. That's why I place great importance on creating a trusting basis in my consultations and taking all aspects of your life into account - from retirement planning to asset planning and tax optimization. Because everyone has different goals and wishes.
Let's work together on your financial future and develop a tailor-made solution that suits you.
Get in touch with me - I look forward to getting to know you!
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
Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments
Bruno L ...
Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments
Bruno Litvic, federal financial planner and qualified pension, financial and fund advisor, worked for ten years in asset management, fund and insurance management and as a sales manager for Rentenanstalt / Banca del Gottardo and PAX, among others. Tax planning and banking/insurance structures have always been part of his tasks at various stations. Since 2001 he has successfully applied this knowledge to Conseillers Suisse. 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
Diplomierter Finanzanalytiker und Vermögensverwalter
In my more than 40 years of professional experience in the financial sector as an investment advisor and asset manager, I have been working as an inde ...
In my more than 40 years of professional experience in the financial sector as an investment advisor and asset manager, I have been working as an independent financial advisor and planner for several years. The focus of my advisory work is on retirement planning for people aged 50+ and on wealth creation and structuring for people of all ages.
Your needs and wishes are my motivation and I accompany you as a financial coach in every phase of life.
With my in-depth specialist knowledge and many years of experience as an asset manager and financial planner, I show you the opportunities and risks with a personal plan and support you in implementing your strategy.
I work completely independently and can concentrate fully on the concerns of my customers.
You can find more information about me and my activities at www.finsulting.ch Show less
My customers value me for my ability to show simple solutions to their wishes and goals. As an experienced financial planner, it is a matter close to ...
My customers value me for my ability to show simple solutions to their wishes and goals. As an experienced financial planner, it is a matter close to my heart to help you plan your assets. With my networked thinking and conservative planning strategy, I offer you solid and reliable support.
I understand from my own experience that buying a home is one of the biggest decisions in a person's life. My in-depth knowledge of the market makes me the ideal contact for customers who are interested in real estate financing.
As a financial planner, I calculate generous reserves and make cautious forecasts to ensure that you are prepared for every eventuality. My goal is to help you lead a self-determined life by helping you manage your assets.
