Raiffeisenbank employee
AXA employee
Pension advisor and financial advisor with federal professional certificate
VBV / AFA examination expert
Trainin ...
Raiffeisenbank employee
AXA employee
Pension advisor and financial advisor with federal professional certificate
VBV / AFA examination expert
Training: Financial planner with federal professional certificate / VSK qualified business specialist / IAF U&V qualified occupational pension advisor / CYP Swiss Banking Show less
- upbeat and optimistic
- solution-oriented in a straightforward manner
- several years of experience in the financial sector
- owner of valvida - fin ...
- upbeat and optimistic
- solution-oriented in a straightforward manner
- several years of experience in the financial sector
- owner of valvida - financial planning, insurance and real estate Show less
The vision and goal of NEUTRALENVERSICHERUNGSBÜRO Lerjen&Grogg is to provide competent support to every person, every household and every company in ...
The vision and goal of NEUTRALENVERSICHERUNGSBÜRO Lerjen&Grogg is to provide competent support to every person, every household and every company in the areas of financial planning, real estate, investments, insurance, pensions and health insurance. We are committed to our customers and are available to you at any time for all financial questions. With NVB at your side, you have a qualified and reliable business partner in the financial sector who is on an equal footing. 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.
Married. Sports enthusiast and performance-oriented.
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions ...
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions with fair conditions are of great importance. Show less
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
Education:
Banking Economist, Finance and Investment Expert (Federal Diploma), Certified International Wealth Manager, Insurance Intermediary (AFA)
...
Education:
Banking Economist, Finance and Investment Expert (Federal Diploma), Certified International Wealth Manager, Insurance Intermediary (AFA)
About me:
With over 10 years of experience in the financial sector, I held a management position within a renowned firm specializing in wealth management, taxation, and retirement planning. My career has allowed me to develop in-depth expertise, combining financial strategy and personalized client support. Committed to excellence, I have complemented my expertise with extensive academic training, strengthening my ability to anticipate market developments and offer solutions tailored to the most demanding needs. 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
Fee-based consulting
