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Sarah

Berater
Sarah Headshot

About

I'm an advisor with over 15 years of financial experience, based in Switzerland. I speak English and French.

Helping women to get started on their investing journey is what inspires and motivates me. I even wrote a book - 'Women are worth it' - which I hope will help the next generation of women become financially empowered!

With over 15 years of financial experience, I can help you:

- Create your ideal financial plan,
- Focus on what matters most to you through wealth management,
- Improve your current investments by providing a second opinion and identifying their strengths & weaknesses.
Alter
31-45
Nationalität
Swiss
Zivilstand
Verheiratet
Kinder
Ja
Passion für
My family
The planet and making a difference
Stadt, Land Genève, CH

Ich kann dich unterstützen bei

Specific investment advice, e.g. build/manage an existing portfolio
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)

Fähigkeiten & Qualifikationen

Firma Lyra Wealth SA
Rolle Partner
Arbeitsort Unabhängige Expertin
Erfahrung 10 - 20 Jahre
Qualifikation
FINMA Regulated
Autorisiert von der Aufsichtsbehörde:Nein
Kontaktiere mich