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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Work Background

Analista sênior de investimentos

Itaú UnibancoAnalista sênior de investimentos

Apr. 2021São Paulo, BrasilAssesor de investimentos para uma carteira de clientes próprios, sendo responsável pelo auxílio da gestão patrimomial do segmento alta renda. Gestão de produtos de renda fixa.

Especialista em investimentos

Itaú UnibancoEspecialista em investimentos

Jan. 2019 - Mar. 2021São Paulo, São PauloAnalista responsável pela diversificacao de portifólio e maximização de rendimentos para clientes de alta renda via atendimento receptivo.

Consultor financeiro

W1 Consultoria FinanceiraConsultor financeiro

Apr. 2017 - Dec. 2018São Paulo

Engenheiro

PrótesisEngenheiro

Feb. 2017 - Apr. 2017São Paulo e Região, Brasil

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Wealth Management & Financial Strategy

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