Rodrigo Sgavioli, CFP®

Rodrigo Sgavioli, CFP®, is a prominent figure in the financial sector, currently serving as the Head of Allocation at XP Investimentos, one of Brazil's leading investment firms. His role involves overseeing the allocation strategies and fund management within the company's research division, where he contributes to shaping investment strategies and market insights.

Professional Background

• Current Position: Head de Alocação at XP Investimentos.
• Previous Experience: He has a rich background in financial planning, having served as the Head of Wealth Planning at Taler Gestão de Patrimônio from 2018 to 2021. Additionally, he was responsible for expanding and managing client relations for financial planners at Alocc Gestão Financeira from 2013 to 2018.134

Education and Credentials

Rodrigo holds the Certified Financial Planner (CFP®) designation, which underscores his expertise in financial planning and investment management. This certification is recognized internationally and signifies a high level of competency in the field.24

Contributions and Insights

Sgavioli frequently shares his insights on market trends and investment strategies through reports and analyses published by XP Investimentos. He is known for his ability to interpret macroeconomic indicators and translate them into actionable investment advice. His recent work includes commentary on significant economic events, such as interest rate changes by the Federal Reserve and their implications for global markets.15

Online Presence

He maintains an active professional profile on LinkedIn, where he connects with over 500 professionals in the finance industry. His LinkedIn username is rodrigo-sgavioli-cfp®-b297948 .2