Felipe Romão
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Felipe Romão Email & Phone Number

Wealth Management and Account Executive at W1 Consultoria
Location: Goiânia, Goiás, Brazil 13 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management and Account Executive
Location
Goiânia, Goiás, Brazil
Company size

Who is Felipe Romão? Overview

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Quick answer

Felipe Romão is listed as Wealth Management and Account Executive at W1 Consultoria, a company with 1031 employees, based in Goiânia, Goiás, Brazil. AeroLeads shows a matched LinkedIn profile for Felipe Romão.

Felipe Romão previously worked as Consultor financeiro at W1 Consultoria and Fundador at Princípios. Felipe Romão holds Master Of Business Administration (Mba), Engenharia Econômica E Financeira from Universidade Federal De Goiás.

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Email format at W1 Consultoria

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W1 Consultoria

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Profile bio

About Felipe Romão

I work as a financial planner and help my clients find the best solutions to achieve better perfomance in their investments and budget. We use international CFP methodology to cover all areas of their financial life.I'm a certified and registered investment consultant and independent banker, so I that offers a range of more than 150 financial solutions to my clients, in several different institutions, eliminating any conflicts of interest. Afterwall my client is also my boss. I have currently been working in the financial market for 5 years, but I have a degree in civil engineering from UFG, I worked in construction management for 4 years. I made the transition to an entrepreneur where I accumulated experience in business processes management (BPM) and management for 3 years in national companies.I am also a certified Lean Six Sigma Green Belt, have an MBA in economic and financial engineering, speak 3 languages ​​and my hobbies are economics, politics, music and management.

Current workplace

Felipe Romão's current company

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W1 Consultoria
W1 Consultoria
Wealth Management and Account Executive
sao paulo, sao paulo, brazil
Employees
1031
AeroLeads page
13 roles

Felipe Romão work experience

A career timeline built from the work history available for this profile.

Consultor Financeiro

Current

Goiânia, Goiás, Brasil

Reeduco financeiramente meus clientes e entrego a eles as melhores oportunidades para que suas próximas gerações garantam um outro patamar de vida. E além disso também desenvolvo outros profissionais passando meu conhecimento para que juntos possamos impactar positivamente a vida de todos os brasileiros.

Aug 2024 - Present

Fundador

Current

Goiânia, Goiás, Brasil

A Princípios surgiu para que serviços de consultoria e treinamento, especializados e high-tickets, fossem oferecidos à uma parcela seleta de clientes da carteira do seu fundador Felipe Romão e sua atuação como consultor financeiro pessoal.

May 2023 - Present

Wealth Management Specialist

Goiânia, Goiás, Brasil

Através de um modelo robusto (Certified Financial Planner - CFP®) realizamos o mapeamento financeiro completo, priorizamos as áreas de acordo as necessidades do cliente e conduzimos o trabalho de maneira personalizada, passando por todas as 6 áreas. Único modelo completamente isento de conflito de interesses e que tem como objetivo principal o sucesso do.

May 2022 - Aug 2024

Líder De Processos

Goiânia, Goiás, Brasil

Apr 2024 - Jul 2024

Assessor De Investimentos E Sócio

Goiânia, Goiás, Brasil

Aug 2021 - Apr 2022

Assessor De Investimentos

Goiânia

Com foco no planejamento financeiro auxiliamos nossos clientes nas mais diversas situações financeiras da sua vida.

Oct 2019 - Aug 2021

Assessor De Investimentos

Goiânia, Goiás, Brasil

May 2019 - Oct 2019

Chief Operations Officer

Goiânia E Região, Brasil

Fusão de 2 empresas com foco em terceirização e consultoria oferece em seu portfólio de produtos como plano de negócios, processos de negócio, terceirização de financeiro e controlaria.

Jan 2017 - Dec 2018

Consultor De Processos E Projetos

Goiânia E Região, Brasil

Consultor de Processos (BPM) e Projetos Empresariais (PMO) com foco em tecnologia.

Jan 2016 - Nov 2016

Engenheiro Civil

Padrão Construtora Ltda

Goiânia E Região, Brasil

Conservação de Rodovias através de contrato de licitação vigente com o órgão estadual AGETOP.

Oct 2014 - Oct 2015

Gerente De Produção

Goiânia E Região, Brasil

Aug 2014 - Oct 2014

Estagiário De Engenharia Civil

Goiânia E Região, Brasil

Sep 2012 - Aug 2014
Team & coworkers

Colleagues at W1 Consultoria

Other employees you can reach at w1consultoria.com.br. View company contacts for 1031 employees →

3 education records

Felipe Romão education

FAQ

Frequently asked questions about Felipe Romão

Quick answers generated from the profile data available on this page.

What company does Felipe Romão work for?

Felipe Romão works for W1 Consultoria.

What is Felipe Romão's role at W1 Consultoria?

Felipe Romão is listed as Wealth Management and Account Executive at W1 Consultoria.

Where is Felipe Romão based?

Felipe Romão is based in Goiânia, Goiás, Brazil while working with W1 Consultoria.

What companies has Felipe Romão worked for?

Felipe Romão has worked for W1 Consultoria, Princípios, Yuno, Blue3, and Nexgen Capital.

Who are Felipe Romão's colleagues at W1 Consultoria?

Felipe Romão's colleagues at W1 Consultoria include Rodolfo Araújo Contini, Ana Luiza Damasceno, Matheus Fernando Cardoso, Paula Cruz, and Wagner Vieira.

How can I contact Felipe Romão?

You can use AeroLeads to view verified contact signals for Felipe Romão at W1 Consultoria, including work email, phone, and LinkedIn data when available.

What schools did Felipe Romão attend?

Felipe Romão holds Master Of Business Administration (Mba), Engenharia Econômica E Financeira from Universidade Federal De Goiás.

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