Jean-Pascal Donzé
Financial Planner · Federal Diploma · Biel/Bienne
I'm Jean-Pascal Donzé, a federally certified financial planner based in Biel/Bienne. I help individuals and the self-employed with their pensions, insurance and taxes — with a human, clear, jargon-free approach. Trilingual (FR, DE, EN), I work with Swiss Life Select and Taxfill.ch to bring financial advice and fiduciary expertise under one roof.
Federal diploma Biel/Bienne area Independent, multi-partner
Finances in 360°
Two complementary areas of expertise, one point of contact.
Financial advice
- Investments
- Mortgage financing
- Insurance and pension planning
Tax advice
- Tax returns and optimisation
- Accounting and fiduciary services
- Advice on going independent
Book directly or simply ask me your question.
A question or a project? I'll get back to you within 24 hours.
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