With You... Through Your Financial Journey


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

Ethics: Anneliese is a Financial Planner who builds a values-based financial strategy that is aligned with the client’s core values.

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."

Experience: D’Souza Financial Strategies is a full service financial services firm, and Anneliese delivers an integrated financial planning and investment management approach. Anneliese takes a holistic view of a client’s financial and non-financial priorities.

Anneliese specializes in financial planning for women in transition, and also serves individuals, families, small- and mid- sized businesses and professional practices.

Credentials: Anneliese is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience. She is a member of the Financial Planning Association, USA. In addition to the CFP® certification, she has earned the Series 7, Series 63, and Series 65 licenses. To earn the CFP® certification marks, an individual must meet rigorous professional standards. The CFP® certification is recognized as the highest standard in personal financial planning. The Series 7, Series 63, and Series 65 are securities licenses and are required 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.


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 financial 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.

From that point, she can work with you in the following ways, depending on your needs.

a. Anneliese can create a coordinated financial plan that will serve as the bridge to your financial destination, for a flat or hourly fee. Then, she can work with you to implement the plan, and periodically keep you updated on your progress towards your goals if she also manages your investments.

b. Anneliese can assist you in managing investment assets, after completion of a financial plan, either for a fee or a commission depending on your goals, risk profile, time horizon, and size of the portfolio. In certain situations, Anneliese may agree to manage investment assets before completion of a financial plan.

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