Who are you looking for?

I am a Financial Planner helping Brazilians living in the US organize their finances, make better investment decisions, and build wealth with greater clarity and strategy. My personalized financial planning services cover cash flow, investments, retirement, insurance, tax and estate planning, education planning, home buying, financial independence, and goal setting. I am also a licensed financial professional in the US, providing investment guidance and portfolio management. Services are available in Portuguese, with the support of an experienced US-based team.

• Accepting clients