WHO AM I
Before talking about products, we need to understand your wealth.
For over ten years, I've worked in financial services, strategy, operational optimization, and wealth management education. As co-founder of GoldStone, I've facilitated conversations about saving, retirement, debt, long-term investing, risk management, and real estate.
My approach begins with listening, organizing the information, and clearly explaining the alternatives. It's not about offering a one-size-fits-all solution, but rather about building a process that responds to each person's context, priorities, and goals.
HOW I WORK
A wealth strategy begins with understanding the life it must sustain.
01
Clarity conversation
I know your current situation, your priorities, your horizon, and the financial decisions you need to sort out.
02
Asset assessment
We organize relevant information: income, liquidity, debt, protection, retirement, investments, and real estate assets. This allows us to identify needs, constraints, and areas that require attention.
03
Strategy and support
We define a course of action, criteria for evaluating alternatives, and a way to track progress. The process starts from your context, not from products or prefabricated solutions.
WHO IS IT FOR?
Wealth decisions work best when expectations are clear.
IT COULD BE FOR YOU IF…
• Are you a professional, entrepreneur, or part of a family seeking to organize your assets?
• You have savings capacity or available resources, but you lack a clear strategy.
• You want to integrate savings, investment, retirement, protection, and real estate assets into a single conversation.
• You value understanding the criteria behind each alternative before making a decision.
IT'S PROBABLY NOT FOR YOU IF…
• Are you looking for guaranteed returns, quick results, or formulas to “beat the market”?
• You only want to receive an isolated recommendation without reviewing your complete situation.
• You are not willing to share the information necessary to build a responsible diagnosis.
• You prefer to make decisions impulsively or by following trends without understanding the risks.
Professional Experience
Trust is backed by experience.
Wealth Management Program
Master's Degree in Corporate and Stock Market Finance
Certified Professional Corporate Finance
Bachelor's Degree in Business Administration and Management
Certified Professional Personal Finance
Certified Personal Finance Coach