Sarfin Planejamento Financeiro is a financial planning firm based in São Paulo, Brazil. The company's mission is to help individuals and families organize their finances and achieve their life goals through structured, personalized financial planning. Operating under a fiduciary model, Sarfin offers a range of services including investment advisory, retirement and succession planning, and financial organization. The firm is registered with the Brazilian Securities and Exchange Commission (CVM) as a Securities Consultant and emphasizes a close, long-term relationship with its clients.

Founded in

Brazil