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Urs

Coach
Photo of Urs

About

You have savings in your bank account, but it generates minimal returns? Are you dissatisfied with your financial situation or your bank? Do you want to have control over your finances yourself but don't know how?

Then you need a money mentor. Someone who explains the secret of growing your wealth in simple language. After 6 months, you will be financially autonomous! You will know the dos and don'ts, master the most important financial terms, and largely manage your wealth on your own.
Age
46-65
Nationality
Swiss
Civil status
Married
Kids
Yes
Passionate about
Technology
The planet and making a difference
City, Country Glattpark (Opfikon), CH

I can support you in the following

Advice on house purchase and mortgages
Help with retirement planning
Help with a loan / debt
General advice, e.g. review of a personal situation

Skills & Qualifications

Firm Bolt Money Mentor
Function Financial Mentor/Coach
Place of work Independent professional
Experience 20+ years
Qualifications
Chartered Fellow of Chartered Institute for Securities Investment (CISI)
Certified European Financial Analyst (EFFAS
Chartered Digital Asset Analyst (CDAA)
Financial Analyst and Portfolio Manager (AZEK)
Regulatory (FCA) Authorized:No