Independent, individual, tax-optimized

Further education and training:

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

Languages:
German, English, French, Italian

Since early 2010, Fabio Preite has worked at the PensExpert AG office in Zurich. In addition to his role as Relationship Manager he is the Managing Director of the Independent vested benefits foundation, which he was responsible for establishing. Fabio Preite has 20 years of experience in the financial field, having worked in a number of positions in the banking and insurance industries.

Fabio Preite: "I enjoy advising clients and offering them innovative, customized pension solutions. In the pensions sector, an investment horizon is very long. For this reason it is particularly important to tailor investments, taxes and insurance cover to the overall conditions of occupational pensions. I find it fascinating to implement these optimizations in my daily work."

Further education and training:

• Specialist in Social Insurance with Federal certificate of higher vocational education and training
• Qualified Expert in Social Insurance with Federal diploma of higher vocational education and training
• Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  
• Swiss-certified financial advisor (IAF)
  

Languages:
German, French, English

Mark Huber has over 20 years of experience in management roles at insurance companies and in the pensions and financial planning fields. He started work at PensExpert AG in early 2008 by setting up and running the Zurich office. In addition to working for PensExpert AG, Mark Huber is the occupational pensions team leader at the Swiss Association of Social Insurance Experts SVS and a lecturer in the field of occupational benefits as part of the social insurance experts course.

Mark Huber: "Together with my clients I provide for the future, in other words I support them with my knowledge and experience. I create real added value by providing comprehensive advice in a direct exchange, always with a personal touch. At PensExpert we know our clients and also know what is needed to provide optimum pension planning. Our clients can rest easy, as optimum pension planning brings peace of mind."