Bachelor Banking & Finance

Stefano Foscaldi
Financial Consulting

Whether you want to build up, increase or restructure your assets - you have come to the right place.

Stefano Foscaldi

Get started now with a
free 15-minute exchange

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Call me

+41 76 535 38 99

Arber Kastrati
Arber Kastrati
May 2, 2022.
Mr. Foscaldi has advised me very well with regard to my business accounting and private tax return. He has shown me possibilities where I can save and thus optimize my taxes. Since then I am a loyal customer of Mr. Foscaldi.
Andrea Giorgio Martinetti
Andrea Giorgio Martinetti
April 3, 2022.
Stefano is a professional financial advisor, he is a good listener and advisor and would recommend him to any single small entrepreneurs, likewise for employees who are willing to understand how the tax system works. Merci Stefano!
Domenico Ranalli
Domenico Ranalli
March 31, 2022.
Una persona molto competente, preparato e professionale. Si prende il tempo per spiegare dettagliatamente e sa di cosa parla. Da tutte le informazioni e le risposte necessarie senza mettere stress per farti firmare la procura o i vari contratti Molto diversificato, dalle tasse, investimenti, previdene, assicurazioni e tant'altro. Posso solo consigliarlo. Ampia gamma di prodotti.
Ivan Capo
Ivan Capo
Feb. 28, 2022.
Persona sicura ed affidabile, che guarda l'interesse del cliente . Consigliabile al 100%
E Mo
E Mo
Feb. 19, 2022.
Top advice very reliable I can only recommend.
Luca Congiu
Luca Congiu
Oct. 28, 2021.
Not only is Mr. Foscaldi extremely patient and helpful, he also has an impressive and all-encompassing knowledge of finance at all levels. He has helped me immensely in many ways both as an individual and as a business owner.
Sunaj Sadiki
Sunaj Sadiki
October 14, 2021.
As always, very reliable. Super advice. Thank you.

Your finances in good hands

As an independent and freelance financial advisor with seven years of experience in the financial and insurance sector, I know how important independence, quality and expertise are for good financial advice in Switzerland. With me, you don't just get a client number, but full and personal support.

For Private customers

For Business customers

For Expats & Newcomers

Satisfied customers


ø Return on assets

Years experience

Services at a glance

Pension advice

Be prepared for the future!

Property & liability insurance

Vehicles, personal liability,
Home contents & legal protection

Property insurance SME

Vehicles, legal protection, cyber security


Home ownership, investment properties and construction loans

Asset Management

Your assets in good hands


Tax consultancy

Have your tax return filled out and optimize your taxes


Bitcoin & Co.


Company foundation

Successfully starting your own business.


Accounting SME

Keep track of your finances



Customer reviews

Since I moved to Switzerland from Slovakia, I am not very familiar with the Swiss social system. Stefano was able to explain me very well how it works and how I and my family can make the best out of the 3-pillar concept of Switzerland. In addition, he helped me to do my tax return and to properly tax my investments as well as my apartment abroad. I am very grateful for Stefano's efforts and could not imagine a better advisor.

Martin Brehovsky

Financial Analyst IBM

Stefano showed me how to invest in cryptocurrencies cheaply and easily. This allowed me to increase my invested capital. In addition, he has been advising me for years on my investments in the stock market and in the insurance sector. Thank you Stefano for your excellent services.

Mihael Bosnjak

Senior Technical Consultant Salesforce

With Stefano I have found the ideal advisor for all insurance concerns. Stefano understands very well how to apply his profound insurance knowledge correctly to the needs of the policyholder.

This is how consulting should be done and I am glad that I found the ideal consultant for me in Stefano.

Robert Andric

Global Head Regulatory Shareholding Reporting CreditSuisse

Stefano and I have been working together for four years and our partnership has grown over time. Stefano is the first point of contact for me when it comes to solving complex pension and insurance problems and finding the best solution for my clients. He has a very great knowledge. Thank you Stefano and here's to many more years of good cooperation.

Fazli Lipoveci

Financial advisor & owner gf marketing GmbH

This is how we get to the destination

Initial interview

During an initial exchange, we get to know each other and talk about your current situation.

Needs analysis

Together we determine your requirements and needs.


I show you possible solutions and you choose one.


I actively accompany you further and you have a contact person at any time.