Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
Rafael De Oliveira is a Wealth Advisor at Strategy Financial Group, where he helps individuals and families create personalized retirement and financial planning strategies. With more than 11 years of experience in the financial services industry, Rafael is passionate about helping clients retire with confidence and stay retired through thoughtful planning and guidance.
Throughout his career, Rafael has worked with individuals, families, and small business owners to help them navigate important financial decisions and prepare for retirement. His experience includes helping employees and business owners maximize their retirement plan benefits and develop strategies designed to support their long-term goals.
Originally from Brazil, Rafael earned his Master of Business Administration (MBA). His passion for financial planning is rooted in personal experience after watching his father lose everything due to a lack of planning. That experience continues to drive his mission of helping others achieve a secure and dignified retirement.
Rafael lives in Mesa with his wife and three children. Outside of work, he enjoys traveling, staying active at the gym, biking and hiking.
