Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I ...
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I help people achieve their financial goals twice as fast - without commissions and without conflicts of interest.
The problem:
Most people struggle with opaque finances, a lack of financial knowledge and poor advice (mostly unconsciously). This is how you lose time and money through wrong decisions and a lack of strategy.
The solution:
Instead of just treating symptoms, I tackle the root of the problem:
• Building real financial knowledge and awareness
• Developing a customized financial strategy that suits you
• Continuous support during implementation
The result:
• Achieving goals twice as quickly
• Maximum financial security
• Better quality of life through less financial stress
• 100% transparency and independence
The difference:
• No commissions - only honest advice on a fee basis
• Focus on education instead of selling products
• Holistic approach: combining wealth and well-being
• Proven results instead of empty promises for over 20 years in over 5,000 financial consultations Show less
There for you. 100% independent.
Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relations ...
There for you. 100% independent.
Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relationship.
As the founder and Chief Investment Officer (CIO) of Prospera-Invest, I have devoted myself wholeheartedly to the investment business. Prospera-Invest emerged from my own family office.
Why is this important to you?
This means that I invest your money depending on your personal needs, just like my own and that of my family. Your and my interests are therefore automatically aligned and it is therefore a matter of course for us that we do not sell financial products or receive any other donations from third parties.
In addition to our independence, we also stand out from our competitors in terms of our investment approach. This is very flexible and is based on a purely data-driven and rule-based investment and risk management strategy. This enables us to take advantage of opportunities in any market situation and to manage risks appropriately.
If you would also like to benefit from our services, then just contact me for an initial, non-binding discussion.
I would be delighted to meet you personally!
***
My experience:
My knowledge and experience are based on over 15 years of financial market experience as a private investor, trader and employee in the financial industry. My professional career has taken me, among other things, to the major Swiss bank Credit Suisse, where I worked in private banking and in the trading department for options and derivatives. After successfully co-founding a startup, I was most recently responsible for supporting Swiss banks in the ETF and index investment area at the asset management company BlackRock. I also have a master's degree in accounting and finance from the University of St. Gallen and am a Chartered Financial Analyst (CFA) designation. 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
Hello and welcome to my profile :)
If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich ...
Hello and welcome to my profile :)
If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich based Certified Financial Planner (CFP™) who offers high-end financial planning. This means that I can advise you from a neutral perspective, completely independent from banks and provisions and therefore without any conflict of interest.
I gained my professional experience at a large Swiss insurer and also worked at an independent consulting boutique for academic professions in Zurich.
The specific benefits of my evidence-based advice:
- cost-effective investment solutions
- independent financial and pension planning
- insurance optimization (savings potential on average around 20% p.a.)
- tax-optimized pillars 3a and 3b
- attractive mortgage interest rates through neutral comparison
- well-founded advice on crypto assets and DeFi income strategies
- tax advice
I look forward to getting to know you in a non-binding initial consultation.
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over ...
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over 5 years.
Over 1500 private customers and over 150 corporate customers.
>240 five-star Google reviews.
Official ETH AI Center insurance broker Show less
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after ...
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after your asset management mandate with passion or support you reliably, solution-oriented and straightforwardly with a portfolio analysis. Our costs are transparent and in line with the market.
Use our experience for your investments and benefit from a structured portfolio that is a pleasure both in uncertain times and in flourishing phases.
Contact me and we will arrange a free initial consultation. Show less
Are you looking for a trustworthy financial advisor without a banker demeanor who will help you achieve your financial goals?
Then you have come to t ...
Are you looking for a trustworthy financial advisor without a banker demeanor who will help you achieve your financial goals?
Then you have come to the right place! As a qualified IAF financial advisor on a fee basis, I can help you:
- develop a well-thought-out asset architecture
- optimize your finances
- make long-term provisions
It doesn't matter whether you start with smaller amounts and want to invest yourself or whether you have a large fortune and are looking for the right asset management. Thanks to my cooperation with ZWEI Wealth, I can offer you everything from a single source: from planning to tendering to selecting and monitoring asset management.
Much of the financial world was too opaque and complicated for me. There has to be a different, better and simpler way, I thought. So four years ago I started the Swiss financial blog Finanzdepot and trained to become a financial advisor.
Contact me today for a free and non-binding initial consultation. Show less
In my previous role as a financial advisor in a traditional model, I saw how advice was often more focused on selling products than on real customer n ...
In my previous role as a financial advisor in a traditional model, I saw how advice was often more focused on selling products than on real customer needs. Unfortunately, this often led to incorrect advice in which the interests of the customer took a back seat to those of the advisor. But there is another way! For this reason, after extensive preparation, Freund & Partner was created.
Freund & Partner is not just about selling financial products. We represent a new era in financial advice - one that is focused on complete independence, transparency and the well-being of our customers. Our primary goal is to minimize your financial costs and pave the way for you to have lifelong financial peace of mind. How do we do this? By covering all aspects of your finances - from insurance to taxes, savings plans, budgeting and investments. We ensure that every area is tailored to your goals.
I cordially invite you to an initial introductory meeting. In just 20 minutes, I will introduce you to Freund & Partner and our approaches. You will learn everything about how we can help you to keep your finances under control in the long term. Use the opportunity to ask all your questions and decide whether you want to go down this path with us. I look forward to meeting you! Show less
I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance ...
I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance company and before that at major and private banks. In my advisory work, I have already had the opportunity to hold well over 6,000 customer meetings. One principle has always been at the forefront: "Advise in the way you would like to be advised yourself."
I create individual pension and financial plans. I also support private and corporate customers as an insurance broker, optimize investment and mortgage solutions and check tax savings potential. Through other network partners, I can offer assistance in finding or selling real estate or ensure the legal regulation of important topics (wills, advance directives, etc.). The collaboration with over 60 financial service providers guarantees our customers independent and transparent advice. Personal consultations take place in the premises in the Circle at Zurich Airport or at the customer's home. Show less
I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible positio ...
I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible position since 2020, I bring you the essence of over 28 years of experience in banking, most recently as Relationship Manager at Zürcher Kantonalbank.
My passion? Finding the perfect balance between tradition and innovation in the financial world. Just as I cultivate the historical craft of carriage driving in my free time, I also navigate the modern financial landscape with precision and consideration. My mission is to achieve your financial goals with a calculated level of creativity and solid expertise.
I firmly believe that real success is rooted in personal support and understanding individual needs. Your financial future is as unique as you are - that's why I offer tailor-made solutions that are not just based on numbers, but also on a deep human connection.
Whether it's asset management, investment strategies or comprehensive financial planning - I'm at your side. With one eye for detail and the other for the big picture, I ensure that your investments bear fruit not only today, but also tomorrow.
My approach is simple: clear, transparent and always one step ahead. Because just like driving a carriage, financial advice is about choosing the right path and reaching your destination safely.
Call me and let's take the reins together and set off on the road to your financial success. Show less
No pain, no gain!
Selling real estate made easy - then you've come to the right place!
Welcome to AgentSelly AG! I'm Siba Barati, your experienced r ...
No pain, no gain!
Selling real estate made easy - then you've come to the right place!
Welcome to AgentSelly AG! I'm Siba Barati, your experienced real estate agent. Since 2017, I've been supporting people in one of the most important steps in their lives: buying or selling their property.
I'm particularly proud of my work and dedication, which leads to the positive feedback from my customers. Do you want to benefit from this too? Then you've come to the right place! I offer you transparency, efficiency and technical know-how.
Let's put your real estate project into action together. I look forward to getting to know you personally!
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.
Fee-based consulting
