Jean-Pierre (JP) has over 20 years’ practical experience in accounting, management control and financial management. His expertise has developed mainly in the banking sector, with a significant contribution to the Swiss Army. Rigor, pragmatism, stress management, empathy and good humor have been the pillars of his success, both in the private sector and in the military.
Today, JP shares his passion for financial planning as a financial coach. In particular, he assists SMEs with accounting, taxation and long-term investment. At the same time, he teaches courses in English at the Geneva Business School (HEG).
Over the past two decades, JP has developed in-depth expertise in the fields of personal taxation, investment and financing solutions.
Passionate about his family, traveling, meeting new people and providing personal guidance, JP helps his clients define their financial goals and implement concrete plans to achieve them. Curious and visionary, he is also interested in new emerging asset classes.
A graduate in Business Sciences from the University of Geneva (HEC), JP is fluent in French, English and Italian. He holds the CFA certification (“Chartered Financial Analyst”), an internationally recognized distinction for excellence and ethics in finance.
JP is registered in the Swiss Register of Client Advisors, and is authorized to provide investment advice in accordance with the LSFin and OSFin. Its registration number, JW94999, is available on the official website www.regservices.ch.
JP offers personalized, rigorous support to help individuals and businesses achieve their financial goals through accounting, tax, financial coaching and investment advisory services.
His commitment is based on the principles of rigor, ethics and transparency, in line with the highest standards of the financial industry, as evidenced by his CFA (Chartered Financial Analyst) designation.
JP is also determined to help his clients discover new investment opportunities, exploring emerging asset classes while maintaining a pragmatic and responsible approach.
With over 20 years’ experience in accounting, taxation, investment and financial management, JP offers a comprehensive and personalized approach to optimizing your finances and achieving your goals.
Thanks to his ability to listen, his empathy and his pragmatism, JP is able to develop solutions tailored to your needs, from financial planning for SMEs to investment strategies for individuals.
JP holds the CFA designation and is a lecturer at the Haute École de Gestion de Genève, guaranteeing a high level of expertise combined with a rigorous and ethical practice.
As an advisor registered in the Swiss Register of Customer Advisors, JP provides services that comply with current regulations, offering transparency and security to its customers.
