Guilherme Bernabe, Cga
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Guilherme Bernabe, Cga Email & Phone Number

Senior Financial Advisor | Wealth Planning Solutions at Center Investimentos - Escritório Credenciado à XP Investimentos
Location: Rotterdam, South Holland, Netherlands 8 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Role
Senior Financial Advisor | Wealth Planning Solutions
Location
Rotterdam, South Holland, Netherlands
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Guilherme Bernabe, Cga is listed as Senior Financial Advisor | Wealth Planning Solutions at Center Investimentos - Escritório Credenciado à XP Investimentos, a with 5 employees, based in Rotterdam, South Holland, Netherlands. AeroLeads shows a matched LinkedIn profile for Guilherme Bernabe, Cga.

Guilherme Bernabe, Cga previously worked as Wealth Management Advisor at Center Investimentos - Escritório Credenciado À Xp Investimentos and Financial Advisor at Youprime Investimentos. Guilherme Bernabe, Cga holds Global Business Administration, Accounting And Finance from Isae.

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Center Investimentos - Escritório Credenciado à XP Investimentos

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About Guilherme Bernabe, Cga

Finance | Wealth Planning Solutions | PMO | Business Coordinator | Agile | Project Management | Team manager | Supply Chain | Consolidating Information | Budget Control& Planning | Innovation | Project Coordination | Optimization | Digital | Production SitesAs a CGA-certified advisor with a background in product development and investment consulting, I specialize in managing personalized investment portfolios through data-driven insights and a client-focused approach. By aligning market expertise with each client's unique goals, I deliver solutions that promote sustainable financial growth. My services cover financial advisory, wealth management, insurance, and real estate, offering comprehensive strategies to enhance clients’ financial stability and future.Strategic Project Manager with a Bachelor's in Mechanical Engineering (Universidade Federal do Paraná, Brazil) and an MBA in Project Management (FGV University, Brazil). Certified in Entrepreneurship (Sebrae University, Brazil), credited by ISAE in Global Business Administration and Accounting & Finance. I also hold certifications in CGA - Certificação de Gestores ANBIMA, Anbima Fundamentals in Management, and FBB100 CORRESPONDENTE COMPLETO + LGPD from FEBRABAN. Fluent in Portuguese and English, with a solid understanding of German, Italian, and Spanish.Eager to build new partnerships and foster collaborative teamwork, I’m focused on advancing experience in Technology, Fintech, and Digital Innovation. Skilled in developing creative, alternative approaches to problem-solving, with a hands-on approach geared toward achieving project goals. I bring international experience and excel in clear, concise communication, with strengths in comprehension, attention to detail, and leadership.Goals: my goal is to drive strategic financial growth and project management excellence by leveraging strong partnerships, innovative solutions and cross-functional collaboration within finance and PMO.EU Visa | Right to live and workDo not hesitate to contact me:guibrb@gmail.comLocation: Arnhem - The Netherlands#FinanceStrategy#ProjectManagement#BusinessCoordination#DigitalInnovation

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Guilherme Bernabe, Cga's current company

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Center Investimentos - Escritório Credenciado à XP Investimentos
Center Investimentos - Escritório Credenciado À Xp Investimentos
Senior Financial Advisor | Wealth Planning Solutions
brazil
Employees
5
AeroLeads page
8 roles

Guilherme Bernabe, Cga work experience

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

Wealth Management Advisor

Current

Curitiba, Paraná, Brazil

• Crafting personalized long-term financial plans tailored to clients’ goals, including budgeting, savings strategies, investment approaches, and retirement planning.• Serving high-net-worth individuals and demanding corporate clients, focusing on enhancing their financial portfolios and overall income.• Engaging in continuous prospecting, achieving a consistent pipeline growth of more than R$2M (approximately US$400k) per month.• Maintaining an exceptional Net Promoter Score (NPS) of 100, reflecting outstanding client satisfaction and loyalty.• Delivering informative lectures on financial markets tailored for mid-sized and large corporations, positioning clients to make informed investment decisions.• Analyzing market trends and investment opportunities, ensuring clients receive strategic insights to maximize their financial growth.Key Achievements:1. Generated R$30M (approximately US$6M) in personal financial growth within two years through tailored investment strategies.2. Delivered 20+ financial market lectures to mid and large companies, achieving a perfect NPS score of 100.

Jan 2023 - Present

Financial Advisor

Curitiba, Paraná, Brazil

• Starting my career as a Financial Advisor, focusing on building and strengthening relationships with clients to understand and meet their financial needs.• Developing personalized investment strategies tailored to clients' financial goals and risk tolerance.• Conducting thorough market research and analysis to identify emerging investment opportunities and trends.• Achieving organic growth of over R$25M (approximately US$5M) through dedicated client engagement and strategic investment advice.• Monitoring and evaluating clients' investment portfolios, providing timely advice for rebalancing and adjustments as necessary.• Collaborating with other financial professionals to deliver comprehensive wealth management solutions, including tax and estate planning.Key Achievements:• Achieved a portfolio growth of over 50% within two years by implementing tailored investment strategies that aligned with clients' financial goals.• Established a robust client retention rate of 90% through proactive relationship management and regular portfolio reviews, ensuring clients felt valued and informed about their investments.

Apr 2021 - Jan 2023

Principal Owner

Londrina, Paraná, Brazil

•Owning and operating a franchise that specializes in healthy beverages and food, including açaí bowls and various toppings.• Overseeing daily operations to ensure a smooth and efficient dining experience for customers.• Developing and implementing marketing strategies to attract new customers and retain existing ones.• Managing staff recruitment, training, and performance evaluations to foster a motivated and effective team.• Maintaining financial oversight by budgeting, analyzing sales reports, and managing expenses to achieve profitability.• Ensuring compliance with health and safety regulations while upholding high standards of food quality and service.

Jan 2020 - Jan 2021

Senior Product Development Engineer

Curitiba, Paraná, Brazil

• Leading cost-reduction initiatives in Electrolux for cooling system components and compressors at the Brazilian site, aligning with global strategies and company objectives.• Negotiating based on detailed cost modeling to drive financial efficiency.• Ensuring compliance with technical specifications to achieve quality enhancements and cost savings within established timelines.• Enhancing productivity through the implementation of innovative solutions.• Coordinating collaboration among key departments (purchasing, logistics, quality, manufacturing, and controlling) to achieve organizational goals.• Developing relationships with overseas suppliers, including those in China and the United States.Key Achievements:1. Successfully led a cost reduction initiative that decreased expenses for cooling system components by 1% while meeting product quality and performance standards.2. Developed strategic partnership with local and offshore suppliers such as China, enhancing the supply chain efficiency and reducing the inventories by half.

Feb 2015 - Jan 2020

Senior Product Development Engineer

São José Dos Pinhais, Paraná, Brazil

• Leading the development of diesel engine systems, focusing on performance and efficiency enhancements.• Designing and optimizing cooling, exhaust, and intake air systems to meet industry standards.• Implementing ISOBUS technology, facilitating team meetings to align project goals and progress.• Analyzing data and sharing insights with upper management to inform strategic decision-making.• Collaborating with cross-functional teams to integrate new technologies and improve product reliability.• Documenting specifications and maintaining technical reports to ensure compliance with regulatory requirements.

Jan 2014 - Feb 2015

Product Development Engineer

São José Dos Pinhais, Paraná, Brazil

• Leading program initiatives for new tractor projects in collaboration with international teams from Italy, South Korea, and India.• Defining parts specifications for domestic manufacturing, in order to achieve the company goal.• Evaluating project feasibility and establishing comprehensive timelines.• Outlining product specifications based on market demands, customer feedback, and budget constraints.• Developing complete validation and testing plans in coordination with engineering teams from respective countries.• Analyzing PPAP (Production Part Approval Process) for critical components.Key Achievements:• Responsible to allow the tractors for the FINAME (financial governament program, for machinery) which gave visibility for the company and bumped the sales.

Aug 2011 - Dec 2013

Product Engineer

Rio De Janeiro, Brazil

• Developing and testing innovative products, presenting solutions for critical issues to customers, including prototype testing and validation plans.• Acting as the first product engineer for serial products at the Faurecia Porto Real site, collaborating closely within the PSA Peugeot-Citroën plant.• Analyzing PFMEA to identify failure modes and enhance product reliability through data exchange with the Argentina plant.• Conducting market research and addressing product challenges to optimize manufacturing at Porto Real and Quatro Barras, prioritizing customer-reported issues.• Creating and updating technical documentation while sharing critical issues with experts in Germany and France.• Reviewing design processes and participating in meetings with the Faurecia aftersales department in France, ensuring quality standards and up-to-date documentation.

Mar 2010 - Aug 2011

Process Engineering Intern

Quatro Barras, Paraná, Brazil

• Assisting in the development and testing of new products while ensuring optimal tooling design for existing machinery.• Collaborating with cross-functional teams and taking responsibility for conducting PFMEA (Process Failure Mode and Effects Analysis).• Conducting market research and analysis to identify trends, as well as managing Start Of Production (SOP) for parts submitted to the Argentina plant.• Supporting the creation and maintenance of technical documentation• Participating in design reviews and offering insights to enhance product functionality and usability

Mar 2009 - Feb 2010
Team & coworkers

Colleagues at Center Investimentos - Escritório Credenciado à XP Investimentos

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4 education records

Guilherme Bernabe, Cga education

Global Business Administration, Accounting And Finance

• EBTIDA and EBIT concept. Usage of each one and why. Analyses and concept of: • Cash flow • Working capital vs working capital needed •.

FAQ

Frequently asked questions about Guilherme Bernabe, Cga

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

What company does Guilherme Bernabe, Cga work for?

Guilherme Bernabe, Cga works for Center Investimentos - Escritório Credenciado à XP Investimentos.

What is Guilherme Bernabe, Cga's role at Center Investimentos - Escritório Credenciado à XP Investimentos?

Guilherme Bernabe, Cga is listed as Senior Financial Advisor | Wealth Planning Solutions at Center Investimentos - Escritório Credenciado à XP Investimentos.

Where is Guilherme Bernabe, Cga based?

Guilherme Bernabe, Cga is based in Rotterdam, South Holland, Netherlands while working with Center Investimentos - Escritório Credenciado à XP Investimentos.

What companies has Guilherme Bernabe, Cga worked for?

Guilherme Bernabe, Cga has worked for Center Investimentos - Escritório Credenciado À Xp Investimentos, Youprime Investimentos, Villa Roxa - Açaí E Alimentação Saudável, Electrolux, and Kuhn Group.

Who are Guilherme Bernabe, Cga's colleagues at Center Investimentos - Escritório Credenciado à XP Investimentos?

Guilherme Bernabe, Cga's colleagues at Center Investimentos - Escritório Credenciado à XP Investimentos include Valéria Mazutti Silvério Gomes, Antonio Osny Alves De Mattos Gaiowski Jr., Gean Carlo Rycerz, Suellen Camargo, and Antonio Luiz Da Silva.

How can I contact Guilherme Bernabe, Cga?

You can use AeroLeads to view verified contact signals for Guilherme Bernabe, Cga at Center Investimentos - Escritório Credenciado à XP Investimentos, including work email, phone, and LinkedIn data when available.

What schools did Guilherme Bernabe, Cga attend?

Guilherme Bernabe, Cga holds Global Business Administration, Accounting And Finance from Isae.

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