Company Information

Get to know Sarfin Planejamento Financeiro

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.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Sarfin Planejamento Financeiro

Brazil

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.