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Luiz Calado, PhD, CFP® provides independent wealth advisory services aimed at ultra-high-net-worth individuals, with a stated focus on avoiding product-distribution conflicts of interest. The practitioner holds a PhD in Finance, a CFP® certification, and a degree in economics from USP, and claims postdoctoral work at Berkeley and 25 years of experience leading M&A transactions over US$ 1 billion. Services include personalized patrimonial diagnostics and wealth strategy construction, offered without institutional affiliation or shelf-product commissions. The practice limits its annual client intake to 12 families and operates on a scheduled-diagnosis model.
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- plano10.com
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- Financial services