Florian Zekert
Independent Financial Advisor and Stiftungsberater (Fs) @Honorarfinanz Ag
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WORK HISTORY
Independent Financial Advisor and Stiftungsberater (Fs) @Honorarfinanz Ag
After realizing that the investment and pension products I had been offering up until then were continuing to bring bubbling profits to the financial groups rather than to my clients, it was my responsibility and duty to turn over every stone and, if necessary, to take a step that was somewhat uncomfortable for me.This came at the beginning of 2018, when I learned about fee-based consulting in a workshop held by Honorarfinanz AG, and my eyes were opened to what the financial consulting of the future would look like for my clients. The whole approach and the serious benefits for clients made perfect sense to me and my moral compass needle is now fully in line with what I do. I thought to myself,\"If I were a wealthy or high-earning business owner, doctor, or employee, and someone explained this to me in a reasonable way, this is the only model I would choose!\"After months of painstaking and sobering market research, it was finally clear. I would become a state-registered fee-based investment advisor with a KWG license, thus foregoing any commissions in the field and being able to turn to scientifically sound, transparent and efficient investing in the first place. Financial planning became an important part of my work. I am very happy to work with Honorarfinanz AG as a liability umbrella, because as an organization we are simply very strong and professionally positioned for the future. Discerning clients appreciate this.As a certified foundation advisor, I have been helping my clients since 2021 to strategically protect their assets or to make their assets work for good causes. In doing so, I take over the initial consulting, then selectively involve my network of specialists. I am happy to help with the sustainable, liability-proof design of the investment strategy for the foundation. I would also like to help existing foundations with a second opinion and later set up a foundation myself.
EDUCATION
Frankfurt School of Finance & Management
Stiftungsberater, certificate programme Stiftungsberater
Leipzig University
Master of Science (M.Sc.), Betriebswirtschaftslehre "Banking and Insurance"
SKILLS
ABOUT FLORIAN ZEKERT
Why do investment and finance topics often feel so DRY and COMPLEX to business owners & …
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