About
I have worked in the banking and insurance industry for more than 20 years and have seen many cases where missing information or lack of empathy and understanding from the advisor has irritated customers to a point where they did not come to a good solution. That will not happen with me as your advisor.
I know that especially when it comes to insurance solutions or covering life risks, the situation in Switzerland can seem to be overwhelming – don’t worry, I got you.
I will listen to you and ask you many questions until I fully understand what you really need. I can then explain the facts & figures, parts of the system you need to know and how your individual situation fits the picture.
My customers appreciate that I am very transparent, honest and responsible – and that finding the optimal financial and insurance solutions for you can take time.
Invest in yourself and take the time to get proper and sustainable advise from me.
I know that especially when it comes to insurance solutions or covering life risks, the situation in Switzerland can seem to be overwhelming – don’t worry, I got you.
I will listen to you and ask you many questions until I fully understand what you really need. I can then explain the facts & figures, parts of the system you need to know and how your individual situation fits the picture.
My customers appreciate that I am very transparent, honest and responsible – and that finding the optimal financial and insurance solutions for you can take time.
Invest in yourself and take the time to get proper and sustainable advise from me.
Age |
31-45
|
---|---|
Nationality |
Swiss
|
Civil status |
Married
|
Kids | |
Passionate about |
Arts and culture
Fashion
My family
Sports and fitness
|
City, Country | Wädenswil, CH |
I can support you in the following
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help with retirement planning
General advice, e.g. review of a personal situation
Skills & Qualifications
Firm | Zurich Versicherungen |
---|---|
Function | Insurance and pension consultant |
Place of work | Representative of a larger bank |
Experience | 10 - 20 years |
Qualifications |
CAS Change Management HSG
Diplomierte Versicherungsvermittlerin VBV
Diplomierte Vorsorge- und Finanzberaterin IAF
Lic Phil I Universität Zürich
|
Regulatory (FCA) Authorized: | No |