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Pension provision with PensExpert in Zurich

Follows your thoughts in all directions

Optimally informed, cosmopolitan and interested, personal commitment: The PensExpert Zurich team.


Yves Goldmann

Relationship manager

  • Pension Actuary SKPE
  • Diploma in Natural Sciences
  • Member of the Swiss Chamber of Pension Actuaries
  • Member of the Swiss Association of Actuaries

yves.goldmann(at)pens-expert.ch

Mark Huber

Partner, Responsibility for the Zurich and St. Gallen Offices, Joint-Managing Director Independent Foundation, Relationship manager

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Certified Financial Advisor IAF
  • Swiss Federal Certified Social Insurance Expert
  • Social Insurance Specialist with Swiss Federal Certificate

mark.huber(at)pens-expert.ch

Gina Hutter

Client advisor

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Certified Financial Advisor IAF
  • Advanced Federal Diploma of Higher Education in Business Administration

gina.hutter(at)pens-expert.ch

Isabella Mazzei
Fiola Nasufi

Backoffice Independent

  • Advanced Federal Diploma of Higher Education in Business Administration

fiola.nasufi(at)pens-expert.ch

Fabio Preite

Partner, Joint-Managing Director Independent Foundation, Relationship manager

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Swiss Federal Certified Financial Analyst and Portfolio Manager

fabio.preite(at)pens-expert.ch

Juan M. Puente

Relationship manager

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Social Insurance Specialist with Swiss Federal Certificate

juan.puente(at)pens-expert.ch

Teodora Toma

Backoffice Independent

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Certified Financial Advisor IAF

teodora.toma(at)pens-expert.ch

Jeremy Unterweger

Client advisor

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training

jeremy.unterweger(at)pens-expert.ch

Elias Wittlin

Client advisor

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Certified Financial Advisor IAF

elias.wittlin(at)pens-expert.ch

 
 

PensExpert AG
Tödistrasse 63
CH-8002 Zurich
Tel +41 44 206 11 22
Fax +41 44 206 11 21
info(at)pens-expert.ch


how to reach us

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PensExpert AG Lucerne >

PensExpert AG
Kauffmannweg 16
CH-6003 Lucerne
Tel. +41 41 226 15 15
Fax +41 41 226 15 10
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PensExpert AG Basel >

PensExpert AG
Hirschgässlein 19
CH-4051 Basel
Tel. +41 61 226 30 20
Fax +41 61 226 30 27
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PensExpert SA
Avenue de Rumine 33
CH-1005 Lausanne
Tel. +41 21 331 22 11
Fax +41 21 331 22 12
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PensExpert AG
Bankgasse 8
CH-9000 St. Gallen
Tel. +41 71 226 68 68
Fax +41 71 226 68 78
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PensExpert AG Zurich >

PensExpert AG
Tödistrasse 63
CH-8002 Zurich
Tel. +41 44 206 11 22
Fax +41 44 206 11 21
welcome(at)pens-expert.ch
how to reach us