(508) 939-0606 a.deoliveira@prudential.com

I've called the United States my home since 2000 after moving here from Brazil along with my family. While they have since moved back, my dream of pursuing a life in this country only grew, and my bond to the US and Massachusetts strengthened. 

My career in financial services began on Cape Cod in 2008, where I eventually moved into management and trained new advisors. I loved mentorship, but I wanted to build something that was truly mine, so I moved into private practice where I've been able to build client relationships again, and have done so since 2018, which has allowed me to deepen the work I care about most.

Today, my practice is centered around families — mostly dual-working parents who are professional in several industries such as technology, biotech, engineering to name a few. Also many in healthcare: nurses, nurse practitioners, pharmacists, and physicians. My wife, who is a nurse practitioner, has been a wonderful partner in introducing me to this community. I love this demographic because there’s a long runway to help people get their finances truly positioned for the future. As a trilingual professional, I also continue to work with the Spanish and Portuguese speaking communities, particularly in the entrepreneurial and business owner markets.
I take a behavioral and mindset-oriented approach to financial planning, which led me to acquire the Behavioral Financial Advisor (BFA) designation, and much of what I learned there mirrors the work I value most: helping people understand why they make financial decisions, not just how to make them.

I offer financial planning as a standalone service, and while I don’t have asset minimums, I show newer investors how to get started on their own. Ultimately, I want every relationship to be rooted in clarity, education, and trust.