"There is a certain calm that comes from knowing that your wealth is well protected"
CELSO ROSA, CFP, CLU, ChFC, MBA
Working closely with the Brazilian Community and International Clients for more than 20 years, as a Certified Financial Planner professional I help individuals and business to build and achieve a more secure financial future.
To stay on top of my field and develop professional skills over years of experience, I've regularly attended industry training and certification programs. These include completing the curriculum and passing the following exams:
• CERTIFIED FINANCIAL PLANNER TM (CFP ®)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Master in Business Administration (M.B.A.)
My education, experience and professional affiliations have promoted an useful method to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives.
Looking forward to talking to you,
CFP
™
, CERTIFIED FINANCIAL PLANNER
™
, and CFP (with flame logo)
®
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.