As a investment analyst with 10 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Business
Based In
Zurich, Switzerland
Language Proficiency
Turkish, Hebrew
Years in Operation
Founded in 2015
Number of Employees
11-50 employees
Education
Master's in Business Administration with Finance Concentration, Stern School of Business
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
City/State Licensed and Insured
Experience
10+ years providing financial guidance to individuals, with expertise in risk management.
Certifications
Board Certified
Awards
Excellence in Customer Service Recognition
Insurance
Bonded and insured
Accepted Payment Methods
Cash, Credit Card
Insurances Accepted
Select PPO plans accepted
Financing Options
No financing offered at this time
Service Areas
All Services & Prices
Average Price: CHF
3000
Financial Strategy Consultation
Price: CHF
3000
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: CHF
3780
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: CHF
148 per
hour
Regular consultation and advisory services for continued financial optimization.
Media
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Frequently Asked Questions
How do we communicate during the project?
I maintain regular communication through your preferred channel (email, phone, video calls, or project management tools). I provide weekly progress updates and am available for questions throughout the project.
What happens if I'm not satisfied with the work?
Your satisfaction is my priority. If you're not completely satisfied, I'll work with you to revise the deliverables until they meet your expectations, as covered in our agreement's revision policy.
What information do you need to get started?
To get started, I'll need information about your goals, target audience, timeline, budget, and any existing materials or examples you admire. The more detailed information you provide, the better I can meet your expectations.