Meet Our CEO and Founder, Roger Correa
Roger Correa arrived in the US in 1999 with one goal: to explore the financial market. With a degree in Economics from PUC-SP, he turned this experience into a successful 24-year career.
Roger lived in New Jersey and New York before settling in Florida. His career includes executive positions at major insurance companies such as Guardian Life, New York Life, AXA Equitable and Lincoln Financial Group, where he applied tax minimization techniques, the costs of transferring inheritances from one generation to the next, and strategies for creating future protection structures.
Specialist in Financial, Asset, Succession and Inheritance Planning, Roger has helped hundreds of Brazilian families to dollarize and protect their assets, demonstrating the positive impact of a solid financial strategy with benefits that can be enjoyed by several generations.
Roger, with all his experience, believes that “DOLLARIZING PART OF YOUR ASSETS IS NOT A LUXURY, IT IS A NECESSITY.”
Come discover a modern and effective approach to your financial planning. We are here to guide you on this journey.
Plan your Life, Always!
Developing medium- and long-term planning to protect one's assets and future generations is a common American habit. When a child is born, parents think about the resources that should be saved for college, and when they enter the job market, young people start planning for retirement.