At FIN, we believe financial advice should be clear, honest, and always in the client's best interest.
If you share that belief and want to grow in a team that values independence over sales targets, we'd love to hear from you.
We're a small, dedicated team helping clients across Switzerland find their financial North Star.
You'll work closely with experienced advisors, have room to grow, and be part of a company that puts clarity first.
Financial & Tax Planning
As a federally certified financial planner / CFP® and entrepreneur, Marlon always thinks a step ahead and turns tax and financial topics into practical solutions. As a FIN client, you are at the centre of his attention: Marlon guides you personally and always finds solutions that fit your life situation.
Succession Planning
As a serial entrepreneur and experienced CEO, Kurt knows the challenges businesses face — he brings not only years of experience but also genuine humanity. He supports clients in particular with specialised topics such as succession planning and interim management, always with a practical and personal approach.
Back Office
Chiara stands out for her friendly and meticulously careful way of working. Even with complex processes and deadlines, she keeps everything in view and ensures a clean workflow for the entire team. With her great professionalism, she creates real added value for FIN — especially in her interactions with our clients.
Tax Advisor
Mathis has an exceptional talent for numbers and specialises in international tax law for private individuals. With his analytical mindset and pragmatic approach, he finds a solution that fits for every situation.
Investment Strategies
Brice stands for real added value and clear principles in investing. He brings up-to-date financial expertise to the team and lives our philosophy — sustainable, individual, independent. As a CFA, Brice knows exactly what makes a successful and tailored investment strategy.
Attorney at Law
Cyril brings complex legal issues precisely to the point and implements them in a practical way. His many years of experience and his pragmatic approach provide real value to our clients. We particularly appreciate his ability to address the individual needs of our clients efficiently and personally in every interaction.