Rafael Rodrigues

Investment Advisor @Itaú Unibanco

Financial AnalystFinancial PlannerSport FanInvestor RelationsPortfolio ManagerFinance🏐 Sports

💰 CFP®-Certified Investment Advisor with a proven track record in wealth management, financial planning, and investment strategy. With over [X] years of experience, I provide personalized financial solutions tailored to the unique goals of each client, ensuring long-term asset growth and protection. 📊 Currently managing a portfolio of BRL 250 million, advising a select group of 250 high-net-worth clients. My approach is centered on strategic asset allocation, risk management, and long-term financial planning, delivering consistent and sustainable returns. 🏆 Key Achievements: ✔️ Successfully structured and optimized multi-asset investment portfolios, balancing growth and security. ✔️ Increased client portfolio performance through tailored investment strategies and risk-adjusted asset allocation. ✔️ Built strong, trust-based relationships, ensuring financial well-being and wealth preservation. 📈 Areas of Expertise: ✔️ Wealth Management & Financial Planning ✔️ Portfolio Optimization & Risk Management ✔️ Fixed Income & Equity Investments ✔️ Real Estate Funds & Alternative Investments ✔️ Capital Markets & Strategic Asset Allocation 🔎 How can I help? Whether you're looking for portfolio optimization, risk management, or long-term wealth growth, let’s connect!

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