About me
Learn about my background and the way I approach financial and wealth planning.
I am Luciana, a CFP® professional and securities adviser authorized by the CVM. I believe that organisation and strategy change the way people make decisions about money and build their future.
With a degree in Economics, an Executive MBA in Finance from IBMEC, ANBIMA professional certifications (CPA, C-Pro R and C-Pro I) and the CFP® certification, I have built my financial planning practice around method, strategy and a long-term perspective.
My work combines technical analysis, practical organisation and personalised strategies suited to each stage of life.
My mission is to help people make sound, informed financial decisions—looking after the present without losing sight of the future, reducing risks, strengthening security and making important life goals possible.
I use accessible language, a structured method and close guidance, always respecting each client's circumstances, pace and goals.