With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and option ...
With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and options so that you can choose the solution that suits you best today and in the long term.
As a trained financial planner with a federal professional certificate, I have been working in the financial sector for over 15 years at banks, pension foundations and training providers. In various specialist and management positions, I was responsible for customer portfolios in private banking and was a financial planning and BVG pension expert.
Customers and business partners value me for my specialist knowledge and wealth of experience in the field of finance and pensions. My profile is rounded off by my multilingualism (D/F/E), my network in the financial world and my teaching skills. 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.
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
With over 25 years of experience, I dedicate myself to the dreams and wishes of my customers. My experience is the key to your added value. What are y ...
With over 25 years of experience, I dedicate myself to the dreams and wishes of my customers. My experience is the key to your added value. What are your desires and goals? I look forward to creating your individual "life plan" with you and accompanying you step by step to the realization of your dreams.
I advise you with passion and commitment to find solutions that are perfectly tailored to your needs. In my advice, you are the focus, not financial incentives. That is why I rely on a transparent and fair compensation structure.
Together we will shape your financial future so that you can devote yourself to your dreams without worry. 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.
- I have been working as an asset and pension advisor for over 30 years. Since 2007, I have been responsible for customers in the area of investments ...
- I have been working as an asset and pension advisor for over 30 years. Since 2007, I have been responsible for customers in the area of investments and pensions at Raiffeisen.
- I take the time to understand the individual needs and goals of my customers and offer them the best possible advice.
- I have in-depth knowledge in all areas of asset management and pension provision.
- I have specialized in planning and optimizing pension provision and help my customers to achieve a carefree life in retirement.
- I explain complex financial topics in an understandable way and help my customers to achieve their financial goals. Show less
I have been working as a pension and financial planner for over 25 years. Since 2019, I have been working for Raiffeisen for customers in the area of ...
I have been working as a pension and financial planner for over 25 years. Since 2019, I have been working for Raiffeisen for customers in the area of pension, insurance and pension planning. I am happy to take the time to understand your individual, personal needs and offer you the best possible advice. Show less
With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the nee ...
With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the needs of my customers. During this time, I have acquired in-depth knowledge of financial planning and risk protection, which I now use in my daily work.
For two years, I have also been working as a mortgage expert and support my clients with tailor-made solutions for their real estate financing. My combination of many years of experience in insurance and pension advice and expertise in the field of mortgages enables me to offer comprehensive financial solutions tailored to the individual situation.
I attach great importance to a trusting and transparent collaboration in which the long-term security and satisfaction of my clients are always the focus.
My goal is to offer you the best solutions for your financial future and to accompany you competently every step of the way. Show less
Dipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft
Hello!
I am Davide Greco, customer advisor at Migros Bank in Bern. With over 17 years of experience in the financial sector, including more than 13 y ...
Hello!
I am Davide Greco, customer advisor at Migros Bank in Bern. With over 17 years of experience in the financial sector, including more than 13 years at Migros Bank, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investments, pensions and financing, among others.
I began my professional career at Swiss Life, where I specialized in pensions and mortgages. I have been working at Migros Bank since 2011 and advise our customers in the areas of mortgages, pensions, investments and pension planning. This many years of experience enables me to offer you well-founded and customized solutions.
At Migros Bank, we are proud to be accessible, tangible and committed - values that I live by every day in my work. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs. I offer consultations in German, Italian and French to ensure that you are comfortable and well informed in your preferred language.
In my free time, I enjoy spending time with my family and friends. I am a sports enthusiast and enjoy spending my free time skiing or on the football pitch. I am also fascinated by motorsports and I follow the races with great interest. These activities help me to leave everyday life behind and recharge my batteries. The balance between work and leisure means that I can always start my work with fresh energy and new perspectives, which enables me to offer you the best possible advice.
I look forward to getting to know you and working with you on your financial goals. Do not hesitate to contact me - I am always there for you! Show less
As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financi ...
As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financing. Working at Valency Finance since 2017, I develop customized financial strategies that are tailored to your individual needs.
We offer customized solutions in the greater Bern area to ensure your financial success:
- Personal and individual financial planning
- Specialized in tax advice and real estate management
- Reliable support throughout all financial processes
About me:
Multilingual (German, Italian, French), family man and lover of a variety of hobbies. My goal is to maintain a balance between work and private life.
After more than 25 years as an employee of large financial groups, I decided to go into business for myself. Why?
The requirements for a financial ad ...
After more than 25 years as an employee of large financial groups, I decided to go into business for myself. Why?
The requirements for a financial advisor have changed significantly, as have the demands of customers. While I have always pursued a holistic consulting approach, the newly created independence offers me significant advantages and opportunities in integral consulting. I have always seen the opportunities that the symbiosis of banking and insurance advice and solutions offers for customers. The solution to this lies in independence from financial companies, which creates the space to concentrate on what is essential, namely the concerns of my clients. This creates the freedom to identify the best possible solutions on the entire market, to cover interfaces and, above all, to coordinate them. This creates a powerhouse that works efficiently and generates added value for our customers and their interests. Show less
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independe ...
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independent advice. With over 60 partners, I am always available to my customers. Together we will find the best way to achieve financial freedom.
My areas of expertise are the optimization of securities investments (be it through one-off payments or monthly fund savings plans) as well as customized advice on real estate financing. I develop holistic concepts for you for wealth creation and asset diversification. Think of me as your long-term companion who will support you independently like a coach through all phases of life.
It's not just about acquiring property, but also about maintaining it over the years - especially in old age and in the event of a death in the family (protecting partners and children).
Your hard-earned money should work just as hard for you, even while you sleep. Let's revise or redesign your budget together to find out how you can build your wealth efficiently. I look forward to discussing your financial goals with you and guiding you on your path to financial success.
Remember, the biggest mistake in investing is not investing. Show less
Fee-based consulting
