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Andreas Svoboda

Founder of Vision Goal LLC
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About Andreas

About Us
Financial Training and Education - Mentorship and Coaching

Hi, I'm Andreas Svoboda—a mentor, coach, and financial expert dedicated to helping individuals and organizations succeed. I founded Vision Goal LLC in 2022 to empower professionals.

Through Vision Goal LLC, We providing strategic consulting to help clients achieve financial success, optimize wealth management, and reach their business goals

Let’s connect and drive success together!

I have held leadership roles at Bank Julius Bär & Co AG, UBS AG and Liechtenstein Insurance Association, gaining expertise in wealth planning, strategy, and risk management.

I hold degrees including an LL.M. in International Business Law, an MSc in Professional Accountancy, and a DBA. My teaching spans multiple institutions and levels, shaping the next generation of professionals.

Fluent in German and English, I specialize in financial planning, risk management, accounting, and investment, with deep knowledge of sustainable finance and capital markets.

I am passionate about coaching and mentoring, helping individuals unlock their full potential through strategic guidance and education.

Certificate

Certificate 1
Chartered Certified Accountant (FCCA)

Recognized globally as a prestigious qualification in finance and accounting. The FCCA designation is highly valued in corporate and public accounting sectors.

Certificate 3
Swiss Licensed Asset Manager

Developing structured investment strategies that maximize returns while managing risks. By analyzing market trends and financial data, I help clients make informed decisions, ensuring their portfolios remain strong and adaptable to economic changes.

Certificate 4
FINMA-Licensed Insurance Broker

Offering independent, regulated insurance solutions that protect businesses and individuals from unforeseen financial risks. My deep understanding of the insurance landscape ensures clients receive the most effective policies suited to their specific needs.

Certificate 5
SVEB Zertifikate Modul 1

Qualified in financial education and coaching, empowering clients with practical knowledge to make informed financial decisions. I provide workshops, training sessions, and one-on-one consultations to ensure clarity and confidence in financial management.

Certificate 2
Certified Financial Planner (CFP®)

Regarded as a gold standard for financial planning professionals. It is essential for careers in personal finance, wealth management, and retirement planning.

Services

I can help you to assess your financial goals, develop customized wealth management strategies, and provide guidance on investments, retirement planning, insurance, and risk management. You will get empower to make informed financial decisions and achieve your long-term financial objectives.

Wealth Planning and Financial Coaching

Customized strategies for investments, retirement, insurance, and risk management to help you achieve long-term financial goals.

Lectures and workshops in educational institutions or corporate settings. Thanks to my expertise in accounting, finance, global banking, and business innovation I will deliver well-suited engaging and insightful sessions. Whether it’s teaching undergraduate or graduate students or providing professional development training to corporate professionals, I will share my knowledge, insights, and practical examples to enhance financial literacy and business acumen.

Lectures and Workshops

Educational sessions on finance, accounting, and business innovation for students and corporate professionals.

With my experience as a board member, managing diretor and head of departments, I will guide aspiring professionals and emerging leaders in developing their leadership skills, strategic thinking, and decision-making abilities. Through one-on-one mentoring sessions, you will get career guidance, help to navigate challenges, and assistance in setting achievable goals for personal and professional growth

Leadership and Career Mentoring

Guidance for aspiring professionals to develop leadership, strategic thinking, and career planning skills.

Mentorship programs specifically tailored to students pursuing education or careers in the business sector. Through mentorship, you will get guidance, support, and practical advice to help you navigate your educational journey or early career stages. Whether it’s assisting students in selecting the right academic programs, offering insights on internships and job opportunities, or providing guidance on developing essential skills and networking, my mentoring services can empower you to make informed decisions, set meaningful goals, and succeed in your chosen paths. By sharing my own experiences, knowledge, and industry connections, You will get inspire and foster your personal and professional development.

Mentoring for Students

Tailored support for students in academic choices, internships, job opportunities, and skill development.

Experience

Publications

2025

THE DEMOCRATIZATION OF DIVERSIFICATION: HOW EXCHANGE-TRADED FUNDS (ETFs) ARE TRANSFORMING INVESTMENT STRATEGIES

Economics and Finance

Read More

2024

Gig Economy and Remote Work Challenge Traditional Retirement Planning

International Journal of Management Studies and Social Science Research

2023

Investing in the Islamic World: Opportunities, Challenges, and Implications

Economics and Finance

2023

The Role of Financial Services in the Transition to a Sustainable Economy

Journal of strategic innovation and sustainability

2022

The Impact of COVID-19 on the Financial System

International Journal of Management Studies and Social Science Research

2022

The Impact of Artificial Intelligence on the Banking Industry

Journal of Banking and Finance Management

2024

Beyond the Bottom Line: Balancing Profits and Ethical Conduct in the Financial Sector

International Journal of Management Studies and Social Science Research

2023

The Impact of Artificial Intelligence on the Banking Industry

Journal of Banking and Finance Management

2023

Sustainable Finance: The Role of Banks

Journal of Insurance and Financial Management

2021

Building and ESG Investment Portfolio

Journal of Insurance and Financial Management

2021

Future Distribution of Life Insurance

Journal of Insurance and Financial Management

2023

Crypto Assets in Unit-Linked Life Insurance

Journal of Insurance and Financial Management

Contact Andreas

Get in Touch

Feel free to reach out. I'd love to hear from you!

info@visiongoal.ch

+41 78 728 09 33

Pfäffikon SZ, Switzerland

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