Quem somos nós

No mb planejador financeiro, oferecemos consultoria personalizada para suas finanças pessoais e empresariais, com foco em segurança e crescimento.

A professional financial planner discussing strategies with a client in a modern office setting.
A professional financial planner discussing strategies with a client in a modern office setting.

150+

15

Clientes satisfeitos

5 estrelas

Experiência Profissional

Atuo há mais de 10 anos ajudando pessoas e empresas a organizar suas finanças e alcançar seus objetivos financeiros.

Planejamento financeiro personalizado.

Carreira

Consultor Financeiro

MB Planejador

2015 - Presente

Atendimento personalizado para clientes individuais e empresariais.

Analista Financeiro

Finance Corp

2010 - 2015

Responsável por análises e relatórios financeiros detalhados.

Professional financial planner working at a modern desk with charts and a laptop, in a sleek office environment.
Professional financial planner working at a modern desk with charts and a laptop, in a sleek office environment.

Galeria

Momentos que refletem confiança e parceria.

Photo of a financial planner discussing strategies with a client in a modern office.
Photo of a financial planner discussing strategies with a client in a modern office.
Close-up of hands reviewing financial documents with a pen and calculator.
Close-up of hands reviewing financial documents with a pen and calculator.
A sleek workspace featuring a laptop, notebook, and a cup of coffee with blue and gold accents.
A sleek workspace featuring a laptop, notebook, and a cup of coffee with blue and gold accents.
Smiling client shaking hands with the financial planner after a successful consultation.
Smiling client shaking hands with the financial planner after a successful consultation.