Davos Financial Partnership
Financial ServicesView the employees at
Davos Financial Partnership-
Sergio Martins, CFP® Managing Partner na Davos Financial Partnership | Sócio Diretor na Jaú Investimentos
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São Paulo, Brazil
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Top 5%
Giuliano Caldas Scherer, CFP® A Certificação CFP® (Certified Financial Planner) é uma certificação internacional de distinção que prepara o profissional para o exercício da atividade de Planejador Financeiro pessoal.-
Porto Alegre, Rio Grande do Sul, Brazil
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Rising Star
Fernanda Fanti Martins Analista de seguros na Davos Financial Partnership-
São Paulo, São Paulo, Brazil
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Rising Star
Alvimar Bezerra Senior Financial Partner | Davos Financial Partnership-
Niterói, Rio de Janeiro, Brazil
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Top 5%
Ricardo Pinguel Cubeiro Rodrigues Fixed Income Sales-
São Paulo, São Paulo, Brazil
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Rising Star
Overview
We believe that personal wealth goes far beyond accumulated financial assets. It englobes everything that enabled us to accumulate it, apart from our aspirations for the future. A mixture of plans, stories, labor, time invested, choice and achievements. The admiration and respect we have for each investor motivates us to perform our activities ethically and impartially along with a genuine desire to take people even further in the preservation and accumulation of their wealth. We created Davos for clients who believe in this vision. We created Davos for professionals who believe in this vision. Clients and professionals who believe that knowledge comes from experience, that relationships are built over time, and above all, that it is possible to create value based on a allignment of interests. After all, avoiding conflict is no more than an obligation. Our Financial Partners are partners in our company as much as they are partners to our clients. They chose a path that connects their lives to the lives of each of their clients in a close, honest, responsible and personal way. This is the reason that we will grow together and make our dreams come true. Davos Financial Partnership. Stories build futures. Investment solutions accredited to XP Investimentos.
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