1. **Passions and hobbies**:
"I am a passionate hiker and enjoy discovering new routes. Nature gives me energy and inspires me. Football is also one ...
1. **Passions and hobbies**:
"I am a passionate hiker and enjoy discovering new routes. Nature gives me energy and inspires me. Football is also one of my passions."
2. **Values and beliefs**:
"Honesty and integrity are very important to me. I believe that you can achieve a lot with openness and respect."
3. **Skills and talents**:
"I have been playing football since I could walk and I owe certain characteristics to the sport."
4. **Goals and ambitions**:
"As a financial advisor, I support people to help them achieve their financial goals and build a better future."
5. **Empathy and listening**:
"I am a good listener and like to help people when they need advice or support."
6. **Humor and fun**:
"I love making people laugh with funny stories. Laughter is the best medicine for me." Show less
Finvor GmbH (Experte für Ihre Finanzplanung und Vorsorge)
(2)
Fee-based consulting
Certified Financial Planner
Dipl. Finanzplanungsexperte NDS HF
Master of Advanced Studies ZFH in Banking & Finance
Bachelor of Science ZFH in Betriebsökonomie mit Vertiefung in Banking & Finance
Sozialversicherungs-Fachmann mit eidg. FA
Dipl. Finanzberater IAF
Active networker
family-oriented
customer-centered
holistic
empathetic
married
3 children
51 years old
lives for family
friendships
sports and music
Qualifications:
Master's in Banking & Finance NDS FH (HWZ), Bachelor of Science in Business Administration (HWZ), Certified Financial Planning Expert ...
Qualifications:
Master's in Banking & Finance NDS FH (HWZ), Bachelor of Science in Business Administration (HWZ), Certified Financial Planning Expert NDS HF, Certified Social Insurance Specialist with Federal Certificate of Competence, Certified Financial Advisor IAF
Professional Experience:
8 years at major banks, 8 years at regional banks, 8 years at insurance
Current Part-time Positions:
Member of the Board of Directors of Immocompass AG, President and Head of the Quality Assurance Commission for Certified Insurance and Pension Advisors IAF, Head of Department for Certified Financial Advisors IAF, Main Expert/Examination Author for Certified Financial Planners with Federal Certificate of Competence, Lecturer at Mendo AG (Assets Module, Certified Financial Advisor IAF Course), and experience as a member of the Board of Trustees of a pension fund 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
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
For over 20 years, I have been advising and supporting people in matters relating to retirement planning, wealth creation and growth, tax optimization ...
For over 20 years, I have been advising and supporting people in matters relating to retirement planning, wealth creation and growth, tax optimization, and mortgages.
While in-depth specialist knowledge is essential for presenting customized solutions, my primary focus is always on the individual. Show less
Hello.
I would be happy to help you with any questions you may have about your finances. Assessing the overall situation and linking the individual f ...
Hello.
I would be happy to help you with any questions you may have about your finances. Assessing the overall situation and linking the individual financial topics are my core competencies.
I am a federally certified financial planning expert and have been working as a financial advisor for over 15 years; for around 3 years I have been self-employed - and therefore 100% independent (no product sales).
I offer advice in Olten and Aarau. To save you the hassle of travelling, I am also happy to come to your home if you wish and also offer online advice.
You can find more information on my website (www.wyance.ch).
Welcome to Rüefli Partner AG, your expert for financial, pension and asset management in the canton of Solothurn and the whole of Switzerland. With y ...
Welcome to Rüefli Partner AG, your expert for financial, pension and asset management in the canton of Solothurn and the whole of Switzerland. With years of experience and in-depth knowledge in the field of private asset planning, I offer comprehensive solutions for every aspect of your financial needs. Whether it's about optimizing investments, asset planning or developing a sustainable financial strategy, I'm here to support you.
My focus is on personalizing advisory services to ensure that every client receives a tailor-made solution that is precisely tailored to their individual goals and needs. With a combination of expertise, commitment and a deep understanding of the financial market, I ensure that you achieve your financial goals.
Build on my extensive experience and specialized knowledge to optimize your financial portfolio. With me on your site, you can be sure that your financial future is in the best hands. Show less
Finances are more than just numbers – they are an essential part of our lives. As a financial advisor, I accompany my clients through all phases of ...
Finances are more than just numbers – they are an essential part of our lives. As a financial advisor, I accompany my clients through all phases of life with passion, expertise, and vision. My goal is to create customized solutions that not only provide financial security but also open up long-term prospects.
With years of experience in the financial industry and a deep understanding of my clients' needs, I stand for transparent, honest, and sustainable advice. My goal is to make complex topics understandable and to develop customized strategies that are a perfect fit for my clients.
A special highlight of my professional career was the award I received in 2024: I was ranked among Allianz's top 20 advisors in Switzerland in the Start-Up category. This recognition confirms my commitment and dedication to providing excellent financial advice.
I look forward to continuing to support my clients with expertise and dedication – for a financially secure and successful future. Show less
From October 2016 to the end of 2018, I worked primarily in the area of support and advice for private customers.
Since 2019, I have specialized prima ...
From October 2016 to the end of 2018, I worked primarily in the area of support and advice for private customers.
Since 2019, I have specialized primarily in the area of corporate customers, especially in occupational pensions, and today I have the main responsibility in this area at our agency.
In the private customer area, I advise my customers primarily in connection with pension and financial planning as well as financing and investments. Show less
Fee-based consulting
