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
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
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
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking ...
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.
This provides the necessary basis for decision-making! And we also talk about other important topics such as advance directives and wills.
See you soon... take the first step today: a call or email is enough. Show less
Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments
Bruno L ...
Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments
Bruno Litvic, federal financial planner and qualified pension, financial and fund advisor, worked for ten years in asset management, fund and insurance management and as a sales manager for Rentenanstalt / Banca del Gottardo and PAX, among others. Tax planning and banking/insurance structures have always been part of his tasks at various stations. Since 2001 he has successfully applied this knowledge to Conseillers Suisse. Show less
Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and as ...
Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and asset insurance I Financial investments I Health insurance and healthcare I Solutions for start-ups
https://www.linkedin.com/in/roger-cadonau-643362127/ Show less
I have always been involved with finance and insurance. It is important to me that I fully understand my clients' specific situations and can offer th ...
I have always been involved with finance and insurance. It is important to me that I fully understand my clients' specific situations and can offer them tailor-made solutions. Transparency is important to me and as an independent financial advisor, I always look for the best offers for my clients. Show less
I have been working in the insurance and finance industry for over 15 years.
I also specialize in pension and finance planning for private individua ...
I have been working in the insurance and finance industry for over 15 years.
I also specialize in pension and finance planning for private individuals and companies.
I would be happy to advise you on all pension and finance matters and we can work together to create a plan that can be implemented.
Experience makes you smart. And in my opinion, it makes the difference.
I have been working on the customer front in the Swiss banking environment f ...
Experience makes you smart. And in my opinion, it makes the difference.
I have been working on the customer front in the Swiss banking environment for over 25 years. At the beginning I was a stock specialist dealing with institutional customers, but over the course of my career I have expanded my spectrum in the private customer sector to include a holistic view and advice across all segments.
During this intensive period I experienced a lot and was able to offer my customers continuity and stability even in times of crisis. With my broad knowledge and understanding of the market, I can give you a look behind the headlines and help you to correctly assess the situation, especially in relation to possible financial consequences.
I would be happy to discuss your financial goals with you in person and work them out.
My focus is on accompanying customers through different phases of life - and doing so with a holistic approach. Because financial decisions are more t ...
My focus is on accompanying customers through different phases of life - and doing so with a holistic approach. Because financial decisions are more than just numbers. They reflect individual life stories.
For me, holistic financial advice means the following:
1. Individual advice: Individual advice tailored to your life situation is a prerequisite.
2. Your personal situation: I take the time to analyze your individual situation and focus on your needs and goals.
3. Long-term partnership: My goal is to be by your side not only today, but also in the future, in order to continuously achieve your financial goals.
4. Versatile team of experts: If necessary, I will bring in experts from the areas of taxes, succession planning and pension arrangements.
Arrange a non-binding initial consultation to discuss your personal situation. I look forward to hearing from you. Show less
Fee-based consulting
