Paulo Monfort

Paulo Monfort, CFP®, is a seasoned finance professional with extensive experience in financial planning, education, and wealth management. As a co-owner of PlanFi since September 2023, Paulo leads a team focused on providing accessible financial guidance. Paulo has also been a co-owner at Fort Capital since October 2018, specializing in multi-family office services. With a strong commitment to education, Paulo serves as a professor at Ibmec and Estácio, teaching MBA courses in Finance, Controllership, and Capital Markets, and has coordinated several MBA programs, notably in Capital Markets. Past roles include Senior Client Relationship Manager at Itaú Unibanco and Santander Brasil, where Paulo achieved significant recognition for outstanding financial planning results. Paulo holds a Master’s in Finance from IAE Paris - Sorbonne Business School and is pursuing a Doctorate in Business Administration and Finance at Université de Bordeaux.