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Serving Clients Nationwide
Areas of Focus
- Family and Money
- Financial Life Planning
- Investment Management
About MeI was born in Brazil and immigrated to the United States at the end of 2018 with my wife and two sons. I have a bachelor’s degree in Business Administration and an MBA in Executive Finance. After moving to the United States I started the hard work of studying and becoming licensed to give financial and investment advice. During my registration process I realized that my beliefs did not fit in with those of most of the financial companies because of how they are based on commissions, which changes the focus to sales and not the best interest of the client.
I decided to start my own company and use my extensive experience in the markets and in volatility space to help people who want to invest and plan for their future.
- Video Conference
- Fee Only
- Percentage of Assets Managed
Offers Investment Management
About our FirmThe firm started with the idea that you don’t need to have a lot money to start investing and preparing for big decisions in life in a way that is practical, accessible and affordable. Personalized investing and planning should be accessible for everyone.
We are an independent, fee-only, fiduciary, Registered Investment Advisor (RIA) firm. This means that we don’t sell any products. We don’t answer to any big firms and we don’t receive a commission on anything we offer. We are legally required to act in your best interest.
We Offer Investment Planning strategies using sophisticate products and make them available for everyone.
MBA Executive Finance
Hobbies and Interests
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