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.

I look forward to seeing you!

Best regards
Markus

from Bergen Solution

Show less

Why are finances important now? Finances aren't a sideshow – they're the foundation of your security, stability, and future. Those who are in contro ...

Why are finances important now?
Finances aren't a sideshow – they're the foundation of your security, stability, and future. Those who are in control of their finances are in control of their lives. Whether you want to secure your family, strengthen your business, or realize your dreams: Without a clear plan, many things remain mere wishes.

How I specifically support you:
As a certified financial and investment advisor with over 20 years of experience in the financial industry, I offer you more than standard solutions. Together, we analyze your financial situation, define clear goals, and develop a strategy that fits your life – realistic, sustainable, and flexible.

✔️ Advice: Personal, individualized, and understandable – for specific questions and quick results.
📊 Financial planning: Holistic and long-term, so your assets grow and you're secure.
📈 Investment strategies: Sensible and customized – without complicated financial jargon.

What sets me apart from others?
🔑 Plain language instead of jargon: I explain what's really important and make sure you understand it.
🎯 Focus on you: Your goals and values are the focus – not the interests of others.
💎 Solutions that suit you: I know that every woman is unique. Whether single, an entrepreneur, mother, divorced, or widowed – we develop a strategy that fits your life and your priorities.

Your first step – simple and straightforward:
📩 Send me a message
🌐 Or schedule a non-binding initial consultation directly

Your finances are too important to leave to chance. Let's work together to ensure you move into the future safely, freely, and independently. Your finances. Your control. Your future. Show less

Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your le ...

Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your legal affairs, optimize your taxes and get comprehensive financial and pension planning, then you've come to the right place.

As a lawyer and federally certified financial planner, I offer you tailor-made advice that covers all of your needs. With me, you get 360° advice from a single source, so you no longer need a separate contact person for each area.

I firmly believe that a personal and trusting relationship is the key to long-term successful cooperation. That's why I attach great importance to close customer contact in order to understand your situation precisely and to be able to advise you in the best possible way.

If I have aroused your interest, do not hesitate to contact me. I look forward to meeting you personally. Show less

Grüezi At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way ...

Grüezi

At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way. For years, as a salesperson at Melectronics, I had the pleasure of introducing my customers to the world of electronics.

At the beginning of 2018, I decided to refocus my curiosity and began my career in the financial industry. Fascinated by the multifaceted opportunities in the financial sector, I delved into the complex world of finance.

The more experience I gained, the clearer the importance of my role as a financial planner became to me. Because let's be honest: who has the time to deal with all the complex topics?

It is more important to find a specialist in whom you see sympathy and trust - something that everyone deserves. I can be that specialist for you.

I look forward to getting to know you soon and to being able to use my knowledge to serve your interests.
Show less

After a traditional banking apprenticeship at Schwyzer Kantonalbank, I moved to Credit Suisse in Zurich in 2006. Since then, I've been working nonstop ...

After a traditional banking apprenticeship at Schwyzer Kantonalbank, I moved to Credit Suisse in Zurich in 2006. Since then, I've been working nonstop in the world of investments. I spent nine years as a portfolio manager at Credit Suisse, in various roles. Almost ten years as CIO, PM, and relationship manager at a family office. For over a year now, I've been with Wenzinger & Tschan Finanz AG. In this unique financial boutique, I serve as Deputy Managing Director, CIO (responsible for the direction of asset management), and client advisor, with a wide range of roles. In addition to asset management, we also offer fiduciary services (taxes, retirement planning, will services, advance directives, etc.), real estate, and family office services. Show less

Do you want to increase your money, but don't have enough assets to get private banking advice? This can be done wonderfully digitally. www.stuzz.ch ...

Do you want to increase your money, but don't have enough assets to get private banking advice? This can be done wonderfully digitally.

www.stuzz.ch

I studied banking and finance at the University of Zurich and completed my dissertation in the field of sustainability and portfolio management. I currently work as a corporate finance consultant. I have also been a lecturer in corporate finance for 30 years and I am also a financial investor in my private life. I would like to encourage you to invest your money successfully in the long term.

My main concern is to support you with the most important questions in the area of finance. For me, this includes budget planning, mortgages, pillar 3a, pension funds and of course investments. Among my colleagues, I have noticed that most of them only have a cash account and are reluctant to be active in the financial markets. No wonder - everything seems pretty complicated. But if you understand the basic principles and don't just "gamble", your assets can be steadily increased. So I'm looking forward to working together. Show less