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Felippe Oliveira Email & Phone Number
Planejador Financeiro
at
Self Employed
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✓ Verified May 2026
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Current company
Role
Planejador Financeiro
Location
São Paulo, São Paulo, Brazil
Company size
Who is Felippe Oliveira? Overview
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Quick answer
Felippe Oliveira is listed as Planejador Financeiro at Self Employed, a company with 681323 employees, based in São Paulo, São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Felippe Oliveira.
Felippe Oliveira previously worked as Personal Financial Advisor at Vitale Finanças and Real Estate Agent at Vitale Imóveis. Felippe Oliveira holds Business And Management (Ba Hons), Business Administration And Management, General from University Of Wales, Lampeter.
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Self Employed
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Profile bio
About Felippe Oliveira
I am a dedicated professional with a passion for the world of finance, with experience both as a Personal Financial Planner and a Business Financial Advisor. Throughout my career, I have helped individuals achieve their personal financial goals by providing financial education, retirement planning, investment advice, and asset protection.Additionally, I have expertise in financial advisory for businesses, providing essential strategic reports such as the Income Statement (DRE) and the Cash Flow Statement (DFC), which are crucial for making informed and sustainable financial decisions.My approach combines solid financial analysis with effective communication skills, ensuring that my clients fully understand their options and can make informed decisions to achieve their short- and long-term financial goals.
Listed skills include Forecasting, Microsoft Office, Financial Analysis, Budgets, and 12 others.
Current workplace
Felippe Oliveira's current company
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9 roles
Felippe Oliveira work experience
A career timeline built from the work history available for this profile.
Personal Financial Advisor
Current
Vitale Finanças
Personal financial consultant with a focus on:Financial EducationRetirement PlanningAsset AcquisitionInvestmentWealth Protection
Apr 2023 - Present
Real Estate Agent
Vitale Imóveis
Apr 2016 - Apr 2023
Real Estate Agent
Responsible for assisting clients in finding ideal properties. Duties included studying property listings, interviewing potential clients, accompanying property viewings, discussing sale conditions, and drafting real estate contracts.
Jan 2014 - Mar 2016
Treasury Assistant
Responsible for budget planning, cash flow projections, financial reports (Income Statement and Cash Flow Statement), record-keeping, and managing inflows and outflows.
Dec 2009 - May 2013
Stock Analyst Intern
Researching companies or specific sectors using the technical analysis method taught by Trader's University.
Jul 2009 - Sep 2009
Customer Assistant
Responsible for attending to customers, opening and closing the store, and training new employees.
Jul 2006 - Jul 2009
Online Customer Support
Responsible for analyzing potential fraud on the e-commerce platform, mediating and resolving issues between buyers and sellers.
Jan 2005 - Dec 2005
Office Assistant
Himalaia Transportes Ltda
Assisted with reports and other general tasks within the office environment.
Jan 2002 - Oct 2002
1 education record
Felippe Oliveira education
-
University Of Wales, Lampeter
FAQ
Frequently asked questions about Felippe Oliveira
Quick answers generated from the profile data available on this page.
What company does Felippe Oliveira work for?
Felippe Oliveira works for Self Employed.
What is Felippe Oliveira's role at Self Employed?
Felippe Oliveira is listed as Planejador Financeiro at Self Employed.
Where is Felippe Oliveira based?
Felippe Oliveira is based in São Paulo, São Paulo, Brazil while working with Self Employed.
What companies has Felippe Oliveira worked for?
Felippe Oliveira has worked for Self Employed, Vitale Finanças, Vitale Imóveis, Duxxi Imobiliaria S/A, and Exito Promoçoes E Eventos.
How can I contact Felippe Oliveira?
You can use AeroLeads to view verified contact signals for Felippe Oliveira at Self Employed, including work email, phone, and LinkedIn data when available.
What schools did Felippe Oliveira attend?
Felippe Oliveira holds Business And Management (Ba Hons), Business Administration And Management, General from University Of Wales, Lampeter.
What skills is Felippe Oliveira known for?
Felippe Oliveira is listed with skills including Forecasting, Microsoft Office, Financial Analysis, Budgets, Microsoft Excel, Financial Reporting, Corporate Finance, and Business Strategy.
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