D'Souza Financial Strategies      With You ... Through Your  Financial Journey
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Mission:

Help individuals, families and businesses to meet their financial goals by creating, integrating and implementing financial solutions that are tailored to their unique needs.

Services:

How D'Souza Financial Strategies Delivers Services:

First, Anneliese D'Souza offers all new clients a complimentary, one-hour "get acquainted" meeting at her office to learn more about your specific needs and how she can design a program that helps you to achieve your personal or business goals. This also allows clients to determine whether they will be comfortable with her, and whether she can provide the types of services they need. This is an introductory meeting and not an advisory session. If Anneliese answers all of your questions and you would like to work with her, then you have the option of paying an hourly rate for any additional time.

From that point, she can work with you in a number of different ways, depending on your needs.

a. Anneliese can create a comprehensive financial plan that will serve as the bridge to your financial destination. Then, she can work with you to implement the plan, and peridically keep you updated on your progress towards your goals.

b. Anneliese can assist you in managing investment assets either for a fee or a commission depending on your goals, risk profile, time horizon and size of the portfolio.

c. Or, she can consult with you on an hourly basis as needed to discuss your specific areas of concern.

About Anneliese D'Souza, CFP®, ACA, ACMA:

Credentials: Anneliese is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association, USA. In addition to the CFP designation, she has earned the Series 7, Series 63 and Series 65 licenses. Earning the CFP designation requires extensive knowledge in six basic areas:general principles, insurance planning, employee benefits, retirement planning, income tax planning, and estate planning. In addition, candidates are required to pass a 10 hour examination which is administered over a day and a half. Candidates must also have a minimum of three years of experience to be certified. The Series 7, Series 63 and Series 65 are securities licenses and are required in order to sell securities. Anneliese also has the Life and Health Insurance licenses in the state of Maryland.

Her other professional credentials include associate membership of: the Institute of Chartered Accountants, India (ACA) and the Chartered Institute of Management Accountants, London (ACMA). Anneliese also holds a Master's degree in Financial Management from the University of Bombay, India.

Experience: Over eighteen years in the financial industry including a seventeen-year focus on financial planning and asset management in Frederick, Maryland.

Ethics: Anneliese says, "Client success and satisfaction is the yardstick by which I measure my success. I strive to achieve the highest standards of client satisfaction because I value my clients."

Check the background of this Financial Advisor / Investment Advisor on FINRA's Broker Check

          Tel No: (301) 694-3436

 

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