Financial Planning
Successful financial planning reflects the uniqueness of your life. At the core, your financial desires, goals, and dreams always take precedence. With careful planning, we reduce risks, maximize resources, and ensure …
Your Life
Financial planning goes beyond mere numbers; it reflects the personal paths of the individual. Everyone has their own dreams, goals, and priorities, which are reflected in their financial decisions. Whether it’s the desire for …
Our Service
Your life goals are our focus. As your personal financial advisor and insurance broker, we show you ways to realize your dreams. Our independence ensures you a tailor-made financial solution that fits you perfectly
Financial Planning
Successful financial planning reflects the uniqueness of your life. At the core, your financial desires, goals, and dreams always take precedence. With careful planning, we reduce risks, maximize resources, and ensure …
Your Life
Financial planning goes beyond mere numbers; it reflects the personal paths of the individual. Everyone has their own dreams, goals, and priorities, which are reflected in their financial decisions. Whether it’s the desire for …
Our Service
Your life goals are our focus. As your personal financial advisor and insurance broker, we show you ways to realize your dreams. Our independence ensures you a tailor-made financial solution that fits you perfectly
In the complex landscape of finance and insurance, we find the optimal proposition for you – that’s our craft and our art.
What are you interested in?
We are
Your financial security and future deserve a strong partner. At ALPHA Financial Planning AG, we combine in-depth knowledge, enthusiasm, and high commitment in financial advisory. Whether it’s insurance, capital investment and beyond – our expertise covers a broad spectrum. With a balanced mix of professional competence, years of experience, and tailor-made service, we are by your side in every financial phase.
David Staub
Dipl. Financial Advisor IAF,
Member of management board /
Golden Eagle
Languages: German
+41 44 877 72 72
Kay Vollenweider
Financial Advisor,
Member of management board /
Lion
Languages: German, English
+41 44 877 72 72