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
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 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 can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the qua ...
I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the quality that you deserve.
I have sufficient experience, especially in the areas of taxes, pension planning, marriage and inheritance contracts, pension planning, and all personal insurance, which will benefit you. I can also help you with the following topics: - cohabitation agreements, wills with or without legacies, provision for your beloved pet, living wills, help in finding new home financing.
In short, I am your partner for all things financial. 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.
As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...
As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 years of professional experience, I am happy to help you find the best solution. Show less
