About Us
Planeja USA was born from a dream: to help people who are looking to change their lives and want to achieve their goals in the United States in a safe and successful way.
With more than 15 years of experience in investment advisory, financial planning and wealth management, our team has worked in the main financial institutions in Brazil, occupying strategic and leadership positions.
We realize that many people end up exhausting their financial reserves during the initial immigration process and arrive in the US with limited resources. Because of this, they need to find work quickly, which can be extremely stressful and challenging. We want to change that.
We want you to arrive in the US with enough financial reserves to consolidate yourself and have time to find the ideal professional opportunity. We offer comprehensive, personalized financial planning so you can start your new life with security and confidence.
With more than 15 years of experience in investment advisory, financial planning and wealth management, our team has worked in the main financial institutions in Brazil, occupying strategic and leadership positions.
We realize that many people end up exhausting their financial reserves during the initial immigration process and arrive in the US with limited resources. Because of this, they need to find work quickly, which can be extremely stressful and challenging. We want to change that.
We want you to arrive in the US with enough financial reserves to consolidate yourself and have time to find the ideal professional opportunity. We offer comprehensive, personalized financial planning so you can start your new life with security and confidence.
Mission
Our mission is to provide a financial transition that is emotionally safe and efficient, ensuring that our client arrives prepared to settle and prosper in the United States of America.
Vision
To be the reference, leader in financial advice and psychological support for highly qualified immigrants, recognized for the excellence in our services and the positive impact on the lives of our global clients.
Values
We always seek to offer high quality services and personalized solutions for each client. Furthermore, we always act ethically, transparently and responsibly in all our actions and value quality.