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Patrick De Casteja, Cfp® Email & Phone Number
Head de Planejamento Financeiro and Blindagem patrimonial
at
Platinum Investimentos
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Head de Planejamento Financeiro and Blindagem patrimonial
Location
Rio De Janeiro, Brazil
Company size
Who is Patrick De Casteja, Cfp®? Overview
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Quick answer
Patrick De Casteja, Cfp® is listed as Head de Planejamento Financeiro and Blindagem patrimonial at Platinum Investimentos, a with 17 employees, based in Rio De Janeiro, Brazil. AeroLeads shows a matched LinkedIn profile for Patrick De Casteja, Cfp®.
Patrick De Casteja, Cfp® previously worked as Head de Planejamento Financeiro & Blindagem patrimonial at Platinum Investimentos and Financial planner at Black Pearl Invest. Patrick De Casteja, Cfp® holds Mestrado, Análise Econômica Do Direito, 13.5/20 from Université Paris X Nanterre.
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Email format at Platinum Investimentos
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Platinum Investimentos
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Profile bio
About Patrick De Casteja, Cfp®
Patrick De Casteja, Cfp® is a Head de Planejamento Financeiro and Blindagem patrimonial at Platinum Investimentos. He possess expertise in microsoft office, economia, microsoft excel, microsoft powerpoint, microsoft word and 2 more skills. He is proficient in Espanhol and Inglês. Colleagues describe him as "Excelente profissional. Focado, altamente competente, e se relaciona de uma forma - única - com seus investidores. Um prazer trabalhar no mesmo time."
Listed skills include Microsoft Office, Economia, Microsoft Excel, Microsoft Powerpoint, and 3 others.
Current workplace
Patrick De Casteja, Cfp®'s current company
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Platinum Investimentos
8 roles
Patrick De Casteja, Cfp® work experience
A career timeline built from the work history available for this profile.
Head De Planejamento Financeiro & Blindagem Patrimonial
Current➤ Identificação da necessidade e atendimento focado no cliente➤ Elaboração de carteira de investimentos e planejamento financeiro personalizado➤ Blindagem patrimonial & proteção contra imprevistos➤ Acompanhamento diário de posições de investimento➤ Planejamento sucessório e otimização fiscal➤ Gestão de fluxo de caixa ocioso para empresas
Jan 2022 - Present
Financial Planner
➤ Identification of the need and customer-focused service➤ Elaboration of investment portfolio and personalized financial planning ➤ Patrimonial Shielding & Contingency Protection ➤ Daily tracking of investment positions ➤ Inheritance planning and tax optimization➤ Management of idle cash flow for companies
Jul 2018 - Jan 2022
Investment Advisor & Backoffice
➤ Responsible for the Wealth branch. Monitoring and management of investment portfolio liquidity➤ Elaboration and management of investment portfolios ➤ Back office of funds passive, registration of clients and partners.
May 2017 - Jul 2018
Investment Advisor
➤ In charge of customer follow-up and after sales➤ Business meetings with prospects➤ Financial reports ➤ Holding lectures on brazilian public securities.
Mar 2016 - Apr 2017
Co-Founder And Ceo
Les Productions Lumière S.A.S.
➤ Responsible for financial planning, legal department and contact with investors.➤ Elaboration and writing of Business Plan and Statutes of the company➤ Financial reports ➤ Project Management
Jul 2014 - Jan 2016
Executive Assistant - Project Manager
➤ Responsible for recruitment and management of the sales representatives of 3D TV from LG in French territory. ➤ Audit and report preparation on conducted operations.➤ Manager of the operation located in the largest shopping center of Paris.
Sep 2011 - Jan 2012
Sport Goods Seller
➤ Responsible for inventory control and sales in the 'Water sports' sector➤ Training of new sellers
Nov 2009 - Jul 2011
Team & coworkers
Colleagues at Platinum Investimentos
Other employees you can reach at platinuminvest.com.br. View company contacts for 17 employees →
FI
Fernando Imbuzeiro
Colleague at Platinum InvestimentosBrazil
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RM
Roberta Musieracki
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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DB
Diego Braga
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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FL
Felipe Leite
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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FS
Fernando Senna
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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AM
André Martins
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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MS
Marcelo Salvatore G. Palladino
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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MI
Maria Isadora
Colleague at Platinum InvestimentosCabo De Santo Agostinho, Pernambuco, Brazil
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RG
Rafael Gonzalez
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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RL
Renato Legrand
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
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Fernando Imbuzeiro
Colleague at Platinum InvestimentosBrazil
View →
RM
Roberta Musieracki
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
DB
Diego Braga
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
FL
Felipe Leite
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
FS
Fernando Senna
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
AM
André Martins
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
MS
Marcelo Salvatore G. Palladino
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
MI
Maria Isadora
Colleague at Platinum InvestimentosCabo De Santo Agostinho, Pernambuco, Brazil
View →
RG
Rafael Gonzalez
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
RL
Renato Legrand
Colleague at Platinum InvestimentosRio De Janeiro, Brazil
View →
4 education records
Patrick De Casteja, Cfp® education
Mestrado, Análise Econômica Do Direito, 13.5/20
Workshop On Financial Asset Management
Bachelor'S Degree, Economics, 11.5/20
Bac, Ciências Econômicas E Sociais
Lycée Molière
FAQ
Frequently asked questions about Patrick De Casteja, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick De Casteja, Cfp® work for?
Patrick De Casteja, Cfp® works for Platinum Investimentos.
What is Patrick De Casteja, Cfp®'s role at Platinum Investimentos?
Patrick De Casteja, Cfp® is listed as Head de Planejamento Financeiro and Blindagem patrimonial at Platinum Investimentos.
Where is Patrick De Casteja, Cfp® based?
Patrick De Casteja, Cfp® is based in Rio De Janeiro, Brazil while working with Platinum Investimentos.
What companies has Patrick De Casteja, Cfp® worked for?
Patrick De Casteja, Cfp® has worked for Platinum Investimentos, Black Pearl Invest, Queluz Asset Management, Rji Gestão & Investimentos, and Les Productions Lumière S.A.S..
Who are Patrick De Casteja, Cfp®'s colleagues at Platinum Investimentos?
Patrick De Casteja, Cfp®'s colleagues at Platinum Investimentos include Fernando Imbuzeiro, Roberta Musieracki, Diego Braga, Felipe Leite, and Fernando Senna.
How can I contact Patrick De Casteja, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick De Casteja, Cfp® at Platinum Investimentos, including work email, phone, and LinkedIn data when available.
What schools did Patrick De Casteja, Cfp® attend?
Patrick De Casteja, Cfp® holds Mestrado, Análise Econômica Do Direito, 13.5/20 from Université Paris X Nanterre.
What skills is Patrick De Casteja, Cfp® known for?
Patrick De Casteja, Cfp® is listed with skills including Microsoft Office, Economia, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Pesquisa, and Vba.
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