Founded in 2012, PM Planejadores Financeiros is a financial planning and wealth management firm based in São Paulo, Brazil. The company operates on a fiduciary model, meaning they are obligated to act in their clients' best interests, without conflicts of interest from selling financial products. Their mission is to help individuals and families achieve financial independence through a structured, long-term planning methodology that covers investments, retirement, insurance, succession, and tax planning. They are registered and regulated by the CVM (Comissão de Valores Mobiliários), the Brazilian securities and exchange commission.

Founded in

Brazil