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

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

Valentina à Porta has not entered any text yet.

Alessandro Schneider has not entered any text yet.

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

It is always worth asking questions, regardless of whether you are satisfied with your bank or not. The financial world is dynamic and complex, and th ...

It is always worth asking questions, regardless of whether you are satisfied with your bank or not.
The financial world is dynamic and complex, and the best decisions can often only be made by considering different perspectives. Even if you are satisfied with your current solution, that does not mean that it is really tailored to you. After more than 20 years as Head of Sales and member of the management team at Graubündner Kantonalbank, I know how important it is to regularly review existing situations or critically question new offers. I invite you to question your financial strategy with me so that you can be sure that it really fits your goals and needs. As a completely independent financial advisor, I am at your side with comprehensive specialist knowledge and many years of experience. I use my expertise specifically to help you shape and optimize your financial situation.

Why should you choose me?
I am not tied to any specific products or financial institutions. I offer you objective advice that is based exclusively on your interests and goals, without any restrictions due to internal company guidelines or sales pressure from consultants. I know the banking sector from different perspectives and know how banks and financial institutions make decisions. Not always to the benefit of their customers.

Your benefit from a well-founded second opinion:
It is often helpful to get an independent second opinion to ensure that the decisions you have made or are about to make are really the best for you.
I take the time to critically question your existing financial products and strategies. I objectively analyze whether your current solutions actually deliver the desired results and whether it would make sense to consider alternative approaches. I help you to reflect on and question your financial situation.

Tailor-made alternatives:
On the basis of my analysis, I will develop tailor-made alternatives or optimizations for you, where appropriate. Your goals and wishes are the focus. Regardless of whether it is about structuring your assets, buying or selling residential property or your retirement planning, together we will develop a solution that is optimally tailored to your life situation.

Trust an expert who has your interests in mind.

If you are looking for an independent financial advisor who understands your goals and supports you with sound advice, then I am the right person to contact. Let us shape your financial future together, with expertise, integrity and a clear focus on your individual needs. If desired, I can also accompany you to negotiations with your bank or represent you on your behalf.
Show less

I take care of finances, projects and interpersonal issues when it comes to inheritance and bequeathing. I create clarity of goals and lead a dialogue ...

I take care of finances, projects and interpersonal issues when it comes to inheritance and bequeathing. I create clarity of goals and lead a dialogue between the generations. The result is a conflict-free transfer of assets and a sensible use of the inheritance.

My inheritance coaching is aimed at people who
- want security in financial planning for the transfer of their assets.
- want concrete support in practical questions about estate planning.
- need an experienced banker to organize their finances.

- want to align their own goals with the expectations of their descendants.

The inheritance coach supports you in

- finding a solution that makes sense for everyone involved.
- tapping into the unused potential of your assets for yourself and your heirs.
- coordinating with inheritance law specialists, tax experts, trustees, asset and property managers.
- after a death. Show less

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

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.
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