Matheus Rosler, Cfp®
AeroLeads people directory · profile

Matheus Rosler, Cfp® Email & Phone Number

Head Financial Planning, Life and Pension at EQI INVESTIMENTOS
Location: Balneário Camboriú, Santa Catarina, Brazil 6 work roles 5 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EQI INVESTIMENTOS
Role
Head Financial Planning, Life and Pension
Location
Balneário Camboriú, Santa Catarina, Brazil
Company size
1277 employees

Who is Matheus Rosler, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Matheus Rosler, Cfp® is listed as Head Financial Planning, Life and Pension at EQI INVESTIMENTOS, a with 1277 employees, based in Balneário Camboriú, Santa Catarina, Brazil. AeroLeads shows a matched LinkedIn profile for Matheus Rosler, Cfp®.

Matheus Rosler, Cfp® previously worked as Head Financial Planning, Life & Pension at Eqi Investimentos and Partner at Eqi Investimentos. Matheus Rosler, Cfp® holds Core: Credential Of Readiness, Pass from Harvard Business School.

Company email context

Email format at EQI INVESTIMENTOS

This section adds company-level context without repeating Matheus Rosler, Cfp®'s masked contact details.

EQI INVESTIMENTOS

Review company-level records connected to Matheus Rosler, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Matheus Rosler, Cfp®

Matheus Rosler, Cfp® is a Head Financial Planning, Life and Pension at EQI INVESTIMENTOS. He possess expertise in renda fixa, planejamento de projetos, planejamento financeiro, planejamento, assessoria and 15 more skills. He is proficient in Inglês. Colleagues describe him as "Matheus sempre foi um excelente assessor de investimentos, contribuía para o desenvolvimento dos pares e de assessores mais novos, agora como líder de time da regional MG, certamente vai ajudar a levar nossa cultura e desenvolver nosso time, é um prazer recebê-lo como novo sócio!" and "Um profissional extremamente diligente, disciplinado e obstinado. Tem um conhecimento gigante em finanças, economia e no mercado financeiro, apesar disso está sempre se atualizando. É muito participativo em todos os projetos da empresa e é um grande líder e sócio. "

Listed skills include Renda Fixa, Planejamento De Projetos, Planejamento Financeiro, Planejamento, and 16 others.

Current workplace

Matheus Rosler, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EQI INVESTIMENTOS
Eqi Investimentos
Head Financial Planning, Life and Pension
Balneário Camboriú, SC, BR
Website
eqi.com.br
Employees
1277
AeroLeads page
Company profile
View company profile Email format
6 roles

Matheus Rosler, Cfp® work experience

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

Head Financial Planning, Life And Pension

Eqi Investimentos

Balneário Camboriú, Sc, Br

Head Financial Planning, Life & Pension

Current
Eqi Investimentos
Jul 2024 - Present

Engenheiro Civil

Carelli
Sep 2013 - Sep 2014

Auxiliar Técnico De Engenharia Civil

Carelli
Sep 2010 - Sep 2013
Team & coworkers

Colleagues at EQI INVESTIMENTOS

Other employees you can reach at eqi.com.br. View company contacts for 1277 employees →

CA Caio Alexandre M. Ramos Caio Alexandre M. Ramos Colleague at Eqi InvestimentosSanta Catarina, Brazil View → MG Matheus G. Matheus G. Colleague at Eqi InvestimentosItajaí, Santa Catarina, Brazil View → IR Indianara Reitz Piran Indianara Reitz Piran Colleague at Eqi InvestimentosItajaí, Santa Catarina, Brazil View → HD Henrique D. Henrique D. Colleague at Eqi InvestimentosSão Paulo, Brazil View → FP Fernando Pessoa Duarte Fernando Pessoa Duarte Colleague at Eqi InvestimentosSão Paulo, Brazil View → MM Matheus Miranda Barreto, Cea Matheus Miranda Barreto, Cea Colleague at Eqi InvestimentosMaceió, Alagoas, Brazil View → JV Jéssica Vivan Jéssica Vivan Colleague at Eqi InvestimentosConcórdia, Santa Catarina, Brazil View → HB Hermes Benedet Hermes Benedet Colleague at Eqi InvestimentosFlorianópolis, Santa Catarina, Brazil View → AM Arthur Monteiro Arthur Monteiro Colleague at Eqi InvestimentosSão Paulo, Brazil View → AS Aline Stefane De Souza Pedro Aline Stefane De Souza Pedro Colleague at Eqi InvestimentosBiguaçu, Santa Catarina, Brazil View →
5 education records

Matheus Rosler, Cfp® education

Core: Credential Of Readiness, Pass

Harvard Business School

HBX CORe (Credential of Readiness) is a 120-150 hour certificate program on the fundamentals of business from Harvard Business School..

FAQ

Frequently asked questions about Matheus Rosler, Cfp®

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

What company does Matheus Rosler, Cfp® work for?

Matheus Rosler, Cfp® works for EQI INVESTIMENTOS.

What is Matheus Rosler, Cfp®'s role at EQI INVESTIMENTOS?

Matheus Rosler, Cfp® is listed as Head Financial Planning, Life and Pension at EQI INVESTIMENTOS.

Where is Matheus Rosler, Cfp® based?

Matheus Rosler, Cfp® is based in Balneário Camboriú, Santa Catarina, Brazil while working with EQI INVESTIMENTOS.

What companies has Matheus Rosler, Cfp® worked for?

Matheus Rosler, Cfp® has worked for Eqi Investimentos and Carelli.

Who are Matheus Rosler, Cfp®'s colleagues at EQI INVESTIMENTOS?

Matheus Rosler, Cfp®'s colleagues at EQI INVESTIMENTOS include Caio Alexandre M. Ramos, Matheus G., Indianara Reitz Piran, Henrique D., and Fernando Pessoa Duarte.

How can I contact Matheus Rosler, Cfp®?

You can use AeroLeads to view verified contact signals for Matheus Rosler, Cfp® at EQI INVESTIMENTOS, including work email, phone, and LinkedIn data when available.

What schools did Matheus Rosler, Cfp® attend?

Matheus Rosler, Cfp® holds Core: Credential Of Readiness, Pass from Harvard Business School.

What skills is Matheus Rosler, Cfp® known for?

Matheus Rosler, Cfp® is listed with skills including Renda Fixa, Planejamento De Projetos, Planejamento Financeiro, Planejamento, Assessoria, Bolsa De Valores, Consultoria De Investimentos, and Mercado Financeiro.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.