Stefania Cerfeda

“Optimum financial planning
lets you face the
future with confidence.”


Stefania Cerfeda, financial and
pension planner, St. Gallen

Financial and pension planning

Our financial and pension advice is founded on an understanding of your unique situation in life. Your personal needs, objectives and expectations are of central importance. We can advise you in questions concerning wealth management, pensions, taxes and inheritance. Together we design far-reaching solutions, preparing you for whatever the future holds. 

Find out more about optimising your occupational pension:
Individualised manager pensions

Individualised manager pensions

Jacopo Cuzzer

“Make the wide range
of possibilities in
pension planning
work for you.”


Jacopo Cuzzer, advisor, Lugano

Investment advisory and wealth management

Investment advisory and wealth management