Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with V ...
Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with VBV diploma, NLP practitioner with Marc Galal 01.2023
Hobbies: Sports in general (jogging, hiking) and floorball (referee / fun team) Show less
Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how ...
Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how it turns out, the important thing is that you keep learning new things and can pass on your diverse know-how to your customers. I would be happy to move mountains for you. Show less
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
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
Master of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
Diploma of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure t ...
My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure that we achieve your goal together.
In short:
Married since 2007, 2 children, born on May 22, 1978, originally from Appenzellerland, now living in Samstagern
At LLB AG:
In Private Banking Rapperswil since 2018
How and where do I like to relax?
On an exciting hike with my family
What is important to me when working with customers?
Building a long-term, trusting working relationship with customers through honesty and commitment. 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
As a financial planner, my company aims to present you with the solutions you require for questions relating to financial advice and financial plannin ...
As a financial planner, my company aims to present you with the solutions you require for questions relating to financial advice and financial planning. This can be done either as purely strategic advice and planning work or, if you wish, as support in the operational implementation based on the solution you have chosen.
So that I can calculate the scope of your questions and my advice and planning effort, I find it useful if a short exchange could take place via Zoom or Teams.
This way I know what it is specifically about, how I can help you with your issue, what documents I would need and what the next steps could be.
My advice and planning areas cover the following issues: Retirement and risk planning as part of pension provision, asset investment, real estate financing, insurance cover for private individuals and SMEs. Tax, property and inheritance law issues, financial planning, pension planning.
A budget can also be drawn up together on request.
My professional career has led me into finance, or rather into financial planning and all related areas, contexts and issues. Show less
Money alone does not make you happy - but it gives you freedom, security and the opportunity to realize your dreams. As a pension and asset advisor ...
Money alone does not make you happy - but it gives you freedom, security and the opportunity to realize your dreams. As a pension and asset advisor for young people, I help you to optimize your budget, build wealth, reduce debt and become financially independent. Together we will implement your financial goals - step by step, strategically and sustainably.
My path into the financial world began in a network trading company, where I not only gained valuable insights into the market, but also learned how crucial the right mindset is for success. This experience inspired me to find my true calling: to help young people develop a healthy relationship with money and be financially secure in the long term. That's why I joined Finanz Netz Consulting GmbH - as your partner for a successful financial future.
I am convinced that handling money wisely can improve your life in the long term. Let's work together to get your finances under control - for more freedom, fewer worries and a future that you determine yourself.
