Book an appointment 

Arrange your appointment online using the booking form below or contact us by phone on +41 58 255 00 75. For further inquiries, please contact us by e-mail at

Stephan M. Michel

Certified Business Economist FH
Executive Master in Financial Consulting

Board of Directors & Owner
Languages: English, French, German and Spanish


2007 to 2009

Executive Master in Financial Consulting, CFP license

Zurich University of Applied Sciences


2001 to 2004

Business Administration Studies

Zurich University of Applied Sciences


1991 to 1999

Business High School, Swiss Matura

Independent Gymnasium Zurich


Since March 2018

Business management

Dermatology Clinic Zurich AG


2012 to March 2018

Holistic financial consulting for private individuals and SMEs in the areas of investment, retirement planning and overall finances

financeskills - Michel Financial Consulting AG


2013 to 2017

Board of Trustees

Liberty BVG Collective Foundation


2011 to 2017

Lecturer in the course "eidg. Dipl. Bankwirtschafter/in HF" and in the bachelor course in economics

Kalaidos University of Applied Sciences


2006 to 2009

Client advisor with the rank of authorized signatory

Rahn & Bodmer Banquiers, Zurich


2003 to 2006

Client Advisor

HSBC Private Bank, Zurich


2001 to 2003

Trainee and Assistant

UBS AG, Zurich

Thank you for your inquiry.

We will look for the best date for you and send you a proposal by email shortly. This may take up to 24 hours. Thank you for your understanding.