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Hello!

Pleasure, I'm Daniela Moreira.

Bachelor of Law in Brazil, Financial Agent in the USA, passionate about finance!

Licensed Financial Agent

Strategies: Financial planning

Income protection

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Daniela Moreira - consultora financeira

About me

Daniela Moreira - Financial Consultant

Daniela Moreira was born in Brazil and has Italian citizenship. Graduated in Law in Brazil, currently residing in the United States. Once a lawyer in Brazil, Daniela now works as a Life Planner in the US, passionate about finance and specializing in life insurance and retirement advice. She is a licensed professional trained to navigate the legal and financial complexities related to life insurance and retirement planning.

His work is marked by:

  • Legal Training: As a lawyer trained in Brazil, Daniela has a deep understanding of the legal implications of financial decisions, ensuring that her clients are always in compliance with the law.

  • Specialization in Asset Protection: In the United States, Daniela helps individuals and companies develop effective asset protection strategies, ensuring the safety of their assets against risks and unforeseen events.

Daniela is here to offer friendly, professional and insightful advice, leveraging her diverse experience to provide unique insights and personalized strategies. Its goal is to work with its clients to protect their assets, ensuring their financial security and long-term success!

Casal recém casados numa montanha, mostrando segurança financeira porque fizeram um seguro de vida

ADDRESS

Lake Worth, Florida

PHONE

(339) 231 9878

FOLLOW

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Our carriers

National Life Group
Corebridge
Aetna
Transamerica
Mutual of Ohama
Forester
Royal Neighbors
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