Paulo is an attorney turned financial planner. He upholds the principles of integrity, objectivity, competence, fairness, and confidentiality and to make a commitment to be a fiduciary, that is, to always put their clients’ interests first when providing financial advice.

In 2017, he played a key role in revamping his employer’s retirement plan to offer lower fees and more appropriate investment options. The changes to the retirement plan provided immediate advantages and underscored the impact of thoughtful, client-focused planning.

This experience, along with years of helping family and friends with financial matters, solidified Paulo’s decision to become a financial planner and co-found Woodmont Financial Partners. He is committed to tax-efficient estate planning and investment management, always prioritizing his clients’ best interests. Drawing on his experience as an attorney, he brings analytical skills and a methodical approach to demystify laws and regulations, thereby empowering clients with knowledge about their financial future.

Paulo has a Bachelor of Business Administration (BBA) in Finance from the University of Texas at Austin and a Juris Doctor (J.D.) and Master of Public Policy (MPP) from American University. His previous legal experience includes working on financial activities to protect investors, enhance market transparency, and promote fairness within the financial system. 

In his free time, Paulo enjoys hiking, biking, playing the piano, baking sourdough bread, and spending time with his family.