Verified email-pattern data for Sofia Finance is currently limited. You can still use the company insights and contact sections below.
Atuamos em toda estratégia de estruturação financeira e patrimonial familiar, oferecendo, desta forma, uma perspectiva mais ampla, conectando todos os aspectos de suas finanças com o seu objetivo de vida, tendo como norte os 6 pilares do CFP: Planejamento Financeiro, Gestão de Ativos e Investimentos, Aposentadoria, Planejamento Securitário, Fiscal e Sucessório.
Nosso principal objetivo é alinhar a estratégia de planejamento financeiro com os objetivos e a expectativa de cada cliente.
Como fazemos?
Nós acreditamos que o conhecimento liberta e a partir de uma abordagem verdadeira e simplificada no que tange ao método de alocação, protegemos os nossos clientes nivelando a assimetria de informação no mercado de capitais.
Primeiramente nós priorizamos a sua liquidez, para então desenvolvermos parâmetros particulares que nos permitam sistematizar a alocação e a gestão de uma carteira realmente individualizada.
Company Details
- Employees
- 2
- Founded
- -
- Address
- São Paulo, São Paulo, Br
- Industry
- Financial Services
- Website
- http://www.sofiafinance.com.br
- HQ
- São Paulo, São Paulo
Sofia Finance Questions
Sofia Finance's website is http://www.sofiafinance.com.br
Sofia Finance's LinkedIn profile is https://br.linkedin.com/company/sofia-finance
Sofia Finance has
2 employees.
View email and phone details for 2
employees at Sofia Finance.
Sofia Finance's industry is
Financial Services
Sofia Finance's top competitors are
Fitpart,
Conselho Investimentos,
L4 Capital,
Oneopen Finance,
Garín Partners,
Garin Multi Family Office,
Investfy,
360invest Agentes Autônomos,
Tb Capital,
Valoriq.
Sofia Finance's categories are Financial Services
Sofia Finance's founding year is 2023
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Top Sofia Finance Employees
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Pedro B. Lafraia, CFP®, CGA
Founder And Managing Partner At Sofia…
São Paulo, Brazil, Brazil1hotmail.com
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