Marcel Mikeler

Marcel Mikeler, as a Senior Financial Consultant at MLP Finanzberatung SE, brings a comprehensive approach to private wealth management and financial planning. In his current role, Marcel specializes in creating strukturelle Privatbilanzübersichten, which provide clients with a clear and detailed overview of their personal financial position, enabling more informed decision-making. His expertise extends to strategisches Konten- und Liquiditätsmanagement, ensuring clients optimize their cash flow and liquidity to meet both short-term needs and long-term goals.

Marcel’s proficiency in mittel- bis langfristiger, steuerlich optimierter Vermögensaufbau allows him to develop tailored investment strategies that align with clients’ individual risk profiles and tax considerations. His ability to craft bedarfsorientierte und maßgeschneiderte Absicherungslösungen ensures comprehensive protection against unforeseen risks, integrating insurance solutions and risk management techniques. Additionally, Marcel has extensive experience in Finanzierung und Auswahl von Kapitalimmobilien, guiding clients through complex property financing processes and helping them identify investment opportunities in the real estate market.

Leveraging skills in Asset-Management, unabhängige Finanzberatung, and Finanzplanung, Marcel provides holistic financial advice that considers both asset allocation and market developments, including equities and Börse insights. His familiarity with SAP CRM and Microsoft Word enhances his ability to deliver personalized, data-driven solutions efficiently. Fluent in English and well-versed in the Aktienmarkt, Marcel stays abreast of market trends and regulatory changes, ensuring his clients benefit from innovative strategies and compliant financial planning. Through his expertise, Marcel Mikeler consistently supports clients in building sustainable wealth and achieving their financial aspirations with confidence.