Welcome

Anneliese D'Souza, a CERTIFIED FINANCIAL PLANNER ™ professional with over 20 years of experience in the finance industry, is president and founder of D'Souza Financial Strategies, in Frederick, Maryland.

D'Souza Financial Strategies is a full-service firm, and Anneliese D'Souza offers financial planning, investment management, retirement planning, estate planning, risk management: life insurance, disability insurance, and long-term care insurance. The firm serves individuals, families, small- and mid- sized businesses, and professional practices.

Due to various state regulations and registration requirements, the information on this website is intended for use only by residents of the states where we are currently registered. If you are a resident of one of the states listed below please scroll down and select "I am a resident" or else select "I am not a resident".

Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Advisor to residents of: California - - Maryland - - North Carolina - - Virginia - - Washington D.C. - - West Virginia.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: California - - Maryland - - North Carolina - - Virginia - - Washington D.C. - - West Virginia.

Cambridge Investment Research, Inc./Cambridge Investment Research Advisors, Inc. and D'Souza Financial Strategies are not affiliated companies.

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