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.
| Age |
31-45
|
|---|---|
| Nationality |
Swiss
|
| Civil status |
Married
|
| Kids |
Yes
|
| Passionate about |
My family
The planet and making a difference
|
| City, Country | Genève, CH |
I can support you in the following
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)
Skills & Qualifications
| Firm | Lyra Wealth SA |
|---|---|
| Function | Partner |
| Place of work | Independent professional |
| Experience | 10 - 20 years |
| Qualifications |
FINMA Regulated
|
| Regulatory (FCA) Authorized: | No |