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Melina

Coach
Melina Scheuber

About

The good feeling of being financially secure in every respect, be it today or even in old age, is very important to me. Financial issues are always with us, because goals and needs change depending on the life situation. I therefore see investment advice and financial planning as an ongoing task to which I devote myself with great dedication.

As a financial coach, I support you in bringing structure and planning to your wealth situation, clarifying uncertainties and showing you ways to achieve your financial goals.

I started in the financial industry in 2004 and since then I have been dealing with money, the stock market and general economic events on a daily basis. After a classical banking apprenticeship, I worked for various institutions in Switzerland and abroad. I was in client advisory, strategic projects and operational departments. For almost three years now, I have been working in portfolio management at an asset management firm specializing in investment and pension advice for private individuals and institutional clients.

I am fluent in German, English, and Spanish. Looking forward to sharing my knowledge with you!
Age
31-45
Nationality
Swiss
Civil status
Married
Kids
No
Passionate about
Cooking
Financial Education
Your financial goals
Travelling
Hiking & Mountains
City, Country Z├╝rich, CH

I can support you in the following

Saving & budgeting
Specific investment advice, e.g. build/manage an existing portfolio
Help with retirement planning
General advice, e.g. review of a personal situation

Skills & Qualifications

Firm Pier 72 AG
Function Co-Founder
Place of work Independent professional
Experience 10 - 20 years
Qualifications
Bachelor in Banking & Finance
Regulatory (FCA) Authorized:No
Contact me