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
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
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
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
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.
My customers value me for my ability to show simple solutions to their wishes and goals. As an experienced financial planner, it is a matter close to ...
My customers value me for my ability to show simple solutions to their wishes and goals. As an experienced financial planner, it is a matter close to my heart to help you plan your assets. With my networked thinking and conservative planning strategy, I offer you solid and reliable support.
I understand from my own experience that buying a home is one of the biggest decisions in a person's life. My in-depth knowledge of the market makes me the ideal contact for customers who are interested in real estate financing.
As a financial planner, I calculate generous reserves and make cautious forecasts to ensure that you are prepared for every eventuality. My goal is to help you lead a self-determined life by helping you manage your assets.
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well a ...
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well as various further training courses, I can advise and support you personally and individually. The focus of my work is the customer and their needs. I look forward to hearing from you. Show less
I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible positio ...
I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible position since 2020, I bring you the essence of over 28 years of experience in banking, most recently as Relationship Manager at Zürcher Kantonalbank.
My passion? Finding the perfect balance between tradition and innovation in the financial world. Just as I cultivate the historical craft of carriage driving in my free time, I also navigate the modern financial landscape with precision and consideration. My mission is to achieve your financial goals with a calculated level of creativity and solid expertise.
I firmly believe that real success is rooted in personal support and understanding individual needs. Your financial future is as unique as you are - that's why I offer tailor-made solutions that are not just based on numbers, but also on a deep human connection.
Whether it's asset management, investment strategies or comprehensive financial planning - I'm at your side. With one eye for detail and the other for the big picture, I ensure that your investments bear fruit not only today, but also tomorrow.
My approach is simple: clear, transparent and always one step ahead. Because just like driving a carriage, financial advice is about choosing the right path and reaching your destination safely.
Call me and let's take the reins together and set off on the road to your financial success. Show less