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.
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
Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact mark ...
Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact market developments. What is possible, however—and what sets successful investors apart—is being thoughtfully prepared for volatile markets, geopolitical shifts, emerging trends, and crises. And that’s exactly where I can help you.
How? There is no standardized solution for everyone. Therefore, I create an individualized investment approach tailored specifically to your goals and needs, placing long-term stability and strategic foresight at its core. Together, we’ll develop a comprehensive strategy that not only protects and grows your wealth but, if desired, thoughtfully integrates real estate investments and retirement planning.
It’s particularly important to me that you understand clearly what’s truly essential for your investments. With over 10 years of professional experience in portfolio management and advanced degrees in Finance & Economics, I provide you with practical knowledge and clarity—so that you can actively and confidently shape your financial future.
I look forward to getting to know you in a free, no-obligation introductory call. Please contact me directly to arrange an appointment or simply use the direct scheduling feature provided by the platform.
In a world where everything is constantly changing - be it in your personal life or on the global financial markets - my goal as a client advisor in W ...
In a world where everything is constantly changing - be it in your personal life or on the global financial markets - my goal as a client advisor in Wealth Management at Bank Vontobel is to accompany you through all phases of your life. I offer you tailor-made investment and pension solutions and support you in achieving your financial goals and managing your assets optimally.
Contact me - I look forward to a non-binding discussion and an exciting exchange. Show less
Hello!
I am Jana Hartmann, customer advisor at Migros Bank in Lucerne.
With over 9 years of experience in the financial industry, I am committed t ...
Hello!
I am Jana Hartmann, customer advisor at Migros Bank in Lucerne.
With over 9 years of experience in the financial industry, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investing, pension provision and financing, among others.
My professional career began at UBS, continued through Raiffeisenbank Pilatus and brought me to Migros Bank in 2022. These diverse experiences enable me to offer you comprehensive and competent advice that is individually tailored to your needs.
At Migros Bank, we pride ourselves on being accessible, hands-on 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.
In my free time, I am passionate about traveling and discovering new cultures. Exchanging ideas with people from different walks of life not only enriches my personal life, but also gives me valuable insights that I incorporate into my work. These experiences enable me to respond to your individual needs with openness and understanding.
I look forward to getting to know you and working with you on your financial goals.
Don't hesitate to contact me - I'm always here for you! Show less
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. Show less
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
B.Sc. ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance
Active
family-oriented
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
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
As a financial planner with a federal qualification and 10 years of experience, I am happy to be at your disposal. I am direct, open and honest and at ...
As a financial planner with a federal qualification and 10 years of experience, I am happy to be at your disposal. I am direct, open and honest and attach great importance to putting the customer first. My expertise lies in the areas of insurance, finance, health insurance, wealth creation, pensions and company insurance. I will help you to create a tailor-made financial plan that meets your individual needs. Do not hesitate to contact me for more information. Show less
