As a married father of two daughters, I can empathize/think very well with the respective situations of other families. I find this an important aspec ...
As a married father of two daughters, I can empathize/think very well with the respective situations of other families. I find this an important aspect in advising on financial family matters, as a certain degree of empathy must be present. So to speak, you know one or two "problems" because you can speak from experience.
As a Certified Financial Planner CFP®️, you can expect from me that you will receive high-quality advice that covers all areas and is comprehensive.
Thanks to my experience, which I gained at the life insurer Swiss Life and at my current employer Raiffeisen, I can offer you added value from both areas. 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.
I am not only committed to helping people in my job
But I also live this out in my private life by holding various board and voluntary positions.
As a business and financial coach, I bring with me not only the appropriate training but also the necessary experience of over 15 years and a tact whe ...
As a business and financial coach, I bring with me not only the appropriate training but also the necessary experience of over 15 years and a tact when it comes to insurance, pensions and finance.
As a partner on an equal footing, I will present you with all analyses and plans in a short and concise manner. Together we will find the best solution for you so that your wishes are or will be fulfilled.
Stefan Kälin, your financial coach for life:
Where growth is created through personal coaching and a strong partnership!! Show less
Welcome!
I am Michael Jomarron Dieguez, a passionate financial advisor. With more than 1,000 satisfied customers, I have been helping them achieve fin ...
Welcome!
I am Michael Jomarron Dieguez, a passionate financial advisor. With more than 1,000 satisfied customers, I have been helping them achieve financial goals and secure their future for many years.
What I do for you:
Retirement planning: Individual strategies for a secure pension.
Real estate & investments: Tailor-made solutions for your assets.
Insurance optimization: No over-insurance, fair contributions.
My approach:
Transparency, personal advice and real results are my focus. Together we will develop a plan that suits your goals.
Want a non-binding conversation?
Book a free introductory meeting now - I look forward to getting to know you! Show less
Eric Salathé AG - Der Antwortenfinder // Unternehmens-, Immobilien- und Vorsorgeberatung
Fee-based consulting
Betriebsökonom KLZ
CAS in Unternehmensnachfolge
Hobbies: music and sports.
After four decades in the fascinating world of finance, I founded my own sole proprietorship on July 1, 2021 and converted it into a stock corporation ...
After four decades in the fascinating world of finance, I founded my own sole proprietorship on July 1, 2021 and converted it into a stock corporation (Eric Salathé AG - The Answer Finder) on January 1, 2024. The step into self-employment enables me to use my extensive specialist knowledge as well as my life and management experience in a warm, serious and inspiring way. It fills me with great joy to accompany private and business customers on their journey.
Whether it is about
• the art of investing,
• buying, selling or financing real estate,
• the careful examination of your retirement provision,
• coaching in demanding business situations,
• the successful future design of your hotel or catering business,
• the perfect arrangement of business succession or
• the relief of commercial work -
I am at your side on all of these topics as a discreet, neutral and independent advisor.
I am convinced that financial advice should not only be based on numbers, but also on personal trust and individual support. Let's find ways together to achieve your financial goals and realize your personal dreams. I look forward to getting to know you and working together on your financial future. 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
I have been working in the financial sector (banking/insurance) for over 15 years and know all facets of this area very well.
It is important to me t ...
I have been working in the financial sector (banking/insurance) for over 15 years and know all facets of this area very well.
It is important to me to give you a clear and neutral overview. This should be easy to understand and simple for you to implement. I take a completely independent view - detached from all financial service providers. Optimization opportunities arise from an objective, neutral and tailored view. It is important to me that you can make your decisions with a secure and good feeling. All the basics are explained simply and understandably.
My philosophy is to work honestly and transparently. In addition, I work with a long-term horizon and accompany my customers personally. Even after the consultation has taken place, I am always available to help with changes. This results in interesting and exciting relationships. This is the reason why I see financial planning as a passion and enjoy doing it.
I look forward to exciting, interesting and great and hopefully numerous inquiries. 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
Diplomierter Finanzanalytiker und Vermögensverwalter
In my more than 40 years of professional experience in the financial sector as an investment advisor and asset manager, I have been working as an inde ...
In my more than 40 years of professional experience in the financial sector as an investment advisor and asset manager, I have been working as an independent financial advisor and planner for several years. The focus of my advisory work is on retirement planning for people aged 50+ and on wealth creation and structuring for people of all ages.
Your needs and wishes are my motivation and I accompany you as a financial coach in every phase of life.
With my in-depth specialist knowledge and many years of experience as an asset manager and financial planner, I show you the opportunities and risks with a personal plan and support you in implementing your strategy.
I work completely independently and can concentrate fully on the concerns of my customers.
You can find more information about me and my activities at www.finsulting.ch Show less
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
Fee-based consulting
