My purpose and passion is to transform and evolve the conversations people have about their finances. I work with individuals, families, and business owners to move toward achieving financial protection. I help my clients build and protect wealth by debunking the common financial myths. I show them how to achieve financial balance, tax efficiency, and control, which ultimately results in financial confidence.
Originally from Brazil, I grew up in the San Francisco Bay Area playing soccer, and relocated to Portland, Oregon after attending and playing soccer for Pacific University. I speak Portuguese, English, and Spanish, and am a loyal FC Barcelona fan. When I'm not working, I'm most likely playing football (soccer), spending quality time with those dearest to me, and making new friends.
As a result of having longstanding relationships with several of my clients, I’m the person they turn to when they have financial questions. I’m blessed to call many of these clients my close friends. My promise is to provide a safe forum for you to ask ANY question – without judgment – so you can make informed and grounded choices as it relates to protecting and accumulating your family’s assets and income.
If you are interested in getting to know me better and potentially exploring an opportunity to work together, you can contact me at firstname.lastname@example.org
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0M56081 | 2022-142826 | Exp. 08/24