Area of Expertise: Personal and Corporate Financial Planning like estate planning and business succession

Felipe, with a Bachelor of Science in Chemistry, pursued finance studies in Canada, obtaining a diploma in BA – Finance from SAIT and the Chartered Investment Manager (CIM®) designation. Drawn to connectFirst Wealth for its community-oriented approach, he values treating individuals based on their intrinsic worth, not just their financial standing. Felipe advocates for disciplined wealth management, emphasizing personalized goal setting to mitigate emotional investing. Recognizing the evolving landscape, he integrates holistic strategies encompassing tax planning, estate management, and wealth transfer. Outside work, Felipe enjoys family time, refining his flyfishing, teaching Karate, and playing guitar.