About
I'm an advisor with over 15 years of financial experience. 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.
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 |