LEARN MORE ABOUT Rafael De Oliveira

Rafael is a seasoned financial professional with nearly a decade of experience in helping individuals secure their financial futures. Rafael’s passion for the financial industry stems from a deeply personal experience. Witnessing his parents lose their hard-earned savings during the 2008 financial crisis inspired him to pursue a career devoted to helping others avoid such pitfalls. Drawing from that experience, Rafael is committed to helping clients navigate the intricacies of retirement planning. His goal is to empower them with the knowledge and tools needed to make confident decisions, ensuring a secure and dignified retirement.

With an MBA from City St. George’s, University of London and having passed the Series 7, 63 and 65 securities exams, he brings a wealth of knowledge to the table. Rafael’s career includes notable roles, including retirement plan consultant and investment counselor, where he honed his skills in creating comprehensive financial plans tailored to his clients’ unique needs.

Rafael’s life outside the office is centered on his family and his love for an active lifestyle. He lives in Mesa, Arizona, with his wife, Victoria, their daughter, Gigi, and twin boys, Leo and Luca. Originally from Brazil, Rafael loves any excuse to visit the beach. He also enjoys working out, hiking and traveling.