Paulo de Sousa

Paulo De Sousa is a financial expert with extensive experience in the Swiss financial sector. Since August 2013, Paulo has served as the founding partner of Groupe Plus, which provides comprehensive financial consulting for individuals and businesses in the Romandy region, focusing on insurance, mortgage credits, fiduciary services, and taxation. Additionally, since January 2018, Paulo has been a course instructor on mortgage financing at USPI Vaud. Prior to these roles, Paulo worked as an independent financial advisor at Planification financière, overseeing a team of over 10 professionals from March 2010 to December 2012, and as a wealth advisor at OVB Vermögensberatung AG from July 2004 to February 2010, where effective client acquisition was achieved through word-of-mouth referrals. Paulo holds a Diploma in Financial Advisory (IAL, FINMA) obtained between 2008 and 2009.