Sonja Pucher

Financial Planning • Tax Declarations

Deutsch

Email: sonja@gasserfinanzplanung.ch
Phone: 031 934 44 45
Mobile: 079 667 34 24
www.gasserfinanzplanung.ch
Schlossstrasse 131
3008 Bern
Gasser_FP_2016_04Financial planner with federal certificate:

  • I work as an independent advisor for finances and taxes
  • More than 10 years of experience together with Markus Gasser (owner of the company)
  • Since 2009, member of Independent Asset Managers
  • Service in German and English for Swiss and expats (throughout CH)
  • Personal, professional and holistic consulting

We offer advisory service/financial planning in:

  • Insurance (health, personal property, securing of wealth)
  • Taxes (declaration and optimization)
  • Trust (accounting, inheritance + beneficence)
  • Asset Management (asset allocation, pension planning)
  • Real Estate (financing, purchase or sale of property)

Background: I am originally Austrian, and moved to Bern in 2004. After earning a diploma in tourism and a Master of Art degree from the University of Salzburg, I finished my financial degree as financial planner with a federal certificate in 2009 in Bern. I love to speak different languages and to help people with good and personal advice.

Languages:

  • German (native)
  • English (fluent)
  • French
  • Italian
  • Spanish (basic)

Rates: CHF 240/hour ; Tax declarations from CHF 100 per declaration