About SOUSA FINANCIAL
SOUSA FINANCIAL is a leading financial advisory firm that specializes in providing personalized and comprehensive financial solutions to clients. With a team of highly experienced and knowledgeable advisors, SOUSA FINANCIAL offers a wide range of services and strategies to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial solutions
- Team of experienced and knowledgeable advisors
- Offers a wide range of services and strategies
- Helps clients achieve their financial goals and secure their future
Facts and Insights
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Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
- Individuals
- Families
- Small business owners
- High net-worth individuals
Fees & Compensation
SOUSA FINANCIAL operates on a fee-based compensation structure, meaning clients pay a fee based on a percentage of their assets under management. This aligns the advisor’s interests with those of the client, as the more the client’s assets grow, the more the advisor earns. This also means that the advisor is not compensated through commissions for selling specific financial products, ensuring unbiased advice and recommendations.
Background
The advisors at SOUSA FINANCIAL are all highly educated and experienced in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). This expertise combined with a dedication to ongoing education and training allows them to stay up to date on the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, SOUSA FINANCIAL is required to disclose any potential conflicts of interest to clients. This includes any affiliations with financial institutions or products that could create a conflict of interest for the advisor. These disclosures are important for clients to be aware of and can be found on the firm’s Form ADV, which is publicly available through the Securities and Exchange Commission (SEC).