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Finance Journey with Charlene

A smart investment portfolio=

freedom, choices and power

to say no.

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5 Steps to Build an Investment portfolio for expats in Switzerland! 🇨🇭

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Hey I'm Charlene.

I quit my corporate job after building a 7-figure investment portfolio

With 10 years of banking experience, I help expats in Switzerland achieve financial freedom by mastering investing strategies that work.

Because when you have the right plan and confidence in your investments, building wealth becomes SIMPLER than ever.

The best part?

You DO NOT need a finance degree… a huge salary… or even any prior experience to get started.

Know more about me

What the Investment Industry Says about Charlene...

“Charlene possesses that rare ability to take complex financial concepts and make them accessible to a wide audience, reflecting her great communication ability and understanding of finance.”

John Woods

Chief Investment Officer, Lombard Odier Asia, ex-CIO at Credit Suisse

“Charlene deeply cares about spreading financial literacy through her personal journey. Hers is a positive and authentic message, and we all have something to learn through her.”

Serena Wong

Author of Why Women Don't Talk Money,Co-Chair of Women in Family Offices.

“As a qualified CFA Charter Holder with a deep understanding of investments and finance, Charlene is an extremely competent individual with an outstanding personality.”

Arjan de Boer​

Head of Markets and Investments, Indosuez Wealth Management

You + Me at Every Stage 🤝

(I'm here with you!)

Free masterclass

I periodically host free LIVE webinars to help you start investing with confidence. Don’t miss out on expert tips and strategies. Register for the next session now!

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Join my VISION Academy

VISION Academy is my ultimate, most comprehensive program designed to help you master investing and achieve financial independence with expert guidance and proven strategies.

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As Seen On:

(And guest speeches)

As Seen On:

(And guest speeches)

As seen on

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Free Workshop

How To Quit Your Corporate Job 10-20 years earlier

Spend 90 mins learning 5 easy steps to retire early, live free, and make an impact by investing smart! 🚀

My portfolio grew from thousands to over 1.3 million CHF over the years📈, my freedom went from someday to every day 🎉, and now I wake up knowing my money works harder than I do. ✌️

Let me show you exactly how I did it—step by step. Join me for this free webinar! 🎟️

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Charlene Cong, CFA

Take charge of your financial future! Subscribe to my youtube channel, where you’ll learn proven strategies to grow your wealth, make smarter decisions, and achieve financial independence.

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Charlene Cong

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Charlene Cong, CFA

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