Rogério Saltes

Rogério Saltes, CFP®, has a diverse work experience in the financial field. Rogério has served as the Director of Financial Intelligence at Neurobanco - Banco de Desenvolvimento Comunitário, where they developed and implemented strategies to identify and analyze financial risks, fraud, money laundering, and illicit activities. Prior to that, Rogério worked as the CFO at SaveCash, where they were responsible for planning and controlling the company's financial resources. Rogério also served as the Chief Financial Officer at Intelligens4 Pesquisa e Desenvolvimento S.A, leading financial strategies and ensuring the organization's financial health and sustainable growth.

Before that, Rogério worked as a Mentor and Fiduciary Planner at FIDUC, providing financial planning services integrated with investment management. Rogério also worked as a Managing Partner at St.James Planejamento Financeiro Ltda, where they demonstrated excellent communication and interpersonal skills in explaining financial concepts clearly. Additionally, they were a Partner at Capital One, where they advised entrepreneurial families on preparing and structuring the company's capital and managing family assets.

Rogério Saltes also has experience as a Partner at InvestSolution, providing accessible and customized financial solutions to individuals. Rogério gained expertise as a Financial Planner working independently, specializing in assisting individuals and families in achieving their financial goals.

Overall, Rogério Saltes has demonstrated their expertise in various financial roles, showcasing strong knowledge in financial planning, risk management, and compliance with financial regulations.

Rogério Saltes, CFP®, has a background in education and finance. Rogério obtained their Pós Graduação in Administração Financeira from INPG in 1993-1994. Prior to that, they earned their Licenciatura in Ciências e Matemática from Universidade São Francisco in 1984-1987. In addition to their academic qualifications, Rogério has also obtained several certifications, including Certified Financial Planner from IBCPF agora é PLANEJAR and Certificação CFP® from Planejar Associação Brasileira de Planejamento Financeiro. Rogério also holds a CPA-20 certification from ANBIMA.