Grüezi At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way ...

Grüezi

At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way. For years, as a salesperson at Melectronics, I had the pleasure of introducing my customers to the world of electronics.

At the beginning of 2018, I decided to refocus my curiosity and began my career in the financial industry. Fascinated by the multifaceted opportunities in the financial sector, I delved into the complex world of finance.

The more experience I gained, the clearer the importance of my role as a financial planner became to me. Because let's be honest: who has the time to deal with all the complex topics?

It is more important to find a specialist in whom you see sympathy and trust - something that everyone deserves. I can be that specialist for you.

I look forward to getting to know you soon and to being able to use my knowledge to serve your interests.
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Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your le ...

Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your legal affairs, optimize your taxes and get comprehensive financial and pension planning, then you've come to the right place.

As a lawyer and federally certified financial planner, I offer you tailor-made advice that covers all of your needs. With me, you get 360° advice from a single source, so you no longer need a separate contact person for each area.

I firmly believe that a personal and trusting relationship is the key to long-term successful cooperation. That's why I attach great importance to close customer contact in order to understand your situation precisely and to be able to advise you in the best possible way.

If I have aroused your interest, do not hesitate to contact me. I look forward to meeting you personally. Show less

After a traditional banking apprenticeship at Schwyzer Kantonalbank, I moved to Credit Suisse in Zurich in 2006. Since then, I've been working nonstop ...

After a traditional banking apprenticeship at Schwyzer Kantonalbank, I moved to Credit Suisse in Zurich in 2006. Since then, I've been working nonstop in the world of investments. I spent nine years as a portfolio manager at Credit Suisse, in various roles. Almost ten years as CIO, PM, and relationship manager at a family office. For over a year now, I've been with Wenzinger & Tschan Finanz AG. In this unique financial boutique, I serve as Deputy Managing Director, CIO (responsible for the direction of asset management), and client advisor, with a wide range of roles. In addition to asset management, we also offer fiduciary services (taxes, retirement planning, will services, advance directives, etc.), real estate, and family office services. Show less

I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is ...

I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is why my first priority in my advice is to understand them. For me, it is about learning what is important to you, what your challenges, concerns, needs, starting point and much more are. I am convinced that you can only provide high-quality advice if you examine all sides first.

Patrick Peter, 37, in a cohabiting relationship

https://tria-consulting.ch/patrick-peter

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I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes ...

I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes, goals and dreams, so that everyone can shape their own life the way they want.
In my environment, I am perceived as a cheerful and joyful person, with the ability to bring the right amount of understanding, depth, objectivity and humor at the right moment. Show less

Matthias Reinhard, 32, married, father of Matteo (3 years old). With the approach of understanding - advising - accompanying, I focus on people's moti ...

Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's motives with targeted questions. Only when the person is understood can a suitable concept be developed.
I have been working passionately in the financial sector for several years with the aim of offering my customers a tailor-made solution. I accompany you on this path with the necessary empathy, as well as honest and clear communication.

https://tria-consulting.ch/matthias-reinhard Show less