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Diego Wanderley
Financial Advisor @Synergy Capital Solutions
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WORK HISTORY
Financial Advisor @Synergy Capital Solutions
Coach clients through a structured planning process, clarify spending, savings, investing, taxes, and legacy so decisions are simple and repeatable- Build retirement income strategies that align essential and discretionary expenses with tax aware withdrawal plans and risk management- Partner with a multi‑disciplinary team to deliver wealth management, portfolio management, and planning that scales with life transitions, career changes, and liquidity events- Create client education through firm content and conversations so families stay focused on what matters most.
EDUCATION
Faculdade UniBF
Bachelor of Business Administration - BBA
SKILLS
ABOUT DIEGO WANDERLEY
I believe my role goes beyond managing wealth, it\'s about coaching and empowering clients…
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