Matheus Cavallari
Financial Advisor
- Role
- Financial Advisor at Equitable
- Location
- Columbia, MD, US
- LinkedIn followers
- 500 followers
About Matheus Cavallari
Matt brings the sophisticated rigor of a former hedge fund partner and IMF alternate…
Experience
Financial Advisor
Sep 2024 — Present · Washington, DC, US
As a financial advisor, Matt collaborates closely with individuals to understand their financial goals, risk tolerance, and unique constraints. He then develops tailored financial plans, investment strategies and risk mitigation approaches that will help individuals to achieve their goals, whether it\'s saving for retirement, funding education, or planning for major life events. Matt is committed to building strong client relationships and delivering comprehensive financial solutions based on trust, integrity, and excellence.Throughout his career, Matt has demonstrated strong experience in asset management strategies and fundamental investing strategies. He passed the CFA (Chartered Financial Analyst) levels I and II exams and has been a certified portfolio management for the last 15 years in Brazil. Matt holds FINRA series 7 and 66 registrations as well as the appropriate life and health licenses.
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