About me f.plettner 22. August 2022

ABOUT ME

MY Story

Emigrating or starting as a foreigner in a new country is exciting – in many ways. I took this step in 2009 and moved to Germany. At first, I was a bit lost and lacked the motivation to actively deal with my own finances.

That changed abruptly after I made an expensive mistake with my insurance and had a bad experience with my bank. I also noticed that many people in my environment who are newly arriving in Germany are initially overwhelmed by the amount of bureaucracy and what is offered in the insurance and finance sector. Through my own experiences, I could potentially help many people Рreason enough for me to continue my education as a financial advisor at Deutsche Vermögensberatung and start my business.

Finance has become my expertise and passion. Today, I love actively helping to shape financial portfolios. The successes of my clients are also my successes and I am particularly pleased when they become visible.

MY JOURNEY

2017

I had the idea of creating a service especially for expats!

2018

Financial relocation for expats and other services such as pensions and wealth plans.

2019

Insurance specialist (CHAMBER OF COMMERCE – IHK)

2020

Investment specialist (IHK) ETF, shares and mutual funds

2021

Specialist for private and statutory health insurance (IHK)

2021/2022

Establishment of a new service for our customers for asset accumulation with real estate in Germany.

2017

I had the idea of creating a service especially for expats!

2018

Financial relocation for expats and other services such as pensions and wealth plans.

2019

Insurance specialist (CHAMBER OF COMMERCE – IHK)

2020

Investment specialist (IHK) ETF, shares and mutual funds

2021

Specialist for private and statutory health insurance (IHK)

2021/2022

Establishment of a new service for our customers for asset accumulation with real estate in Germany

MY CHAMBER OF
COMMERCE CERTIFICATES

MONEY MONDAY

Monday is payday! Follow me on LinkedIn and get financial tips and expert interviews weekly on my “Money Monday”.

CONTACT
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