Davi G. de Freitas

Davi G. de Freitas Financial Professional helping tech and high-skilled professionals protect their families, structure long-term plans, and make confident financial decisions.

Engineering mindset. Real-world experience. Clear strategies.

Schedule a conversation to update your long-term wealth strategy and focus your momentum on the people and causes you va...
06/16/2026

Schedule a conversation to update your long-term wealth strategy and focus your momentum on the people and causes you value most.

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets...
06/12/2026

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets you take the next steps with confidence.

Don’t let disability cost you and your family. I can help you determine how much coverage you need.https://bit.ly/4onpre...
06/11/2026

Don’t let disability cost you and your family. I can help you determine how much coverage you need.

https://bit.ly/4onprez

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retireme...
06/09/2026

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Let’s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit ...
06/08/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/06/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

From analyzing cash flow to planning for a child’s education and supporting aging parents, I can help you outline next s...
06/05/2026

From analyzing cash flow to planning for a child’s education and supporting aging parents, I can help you outline next steps that fit your priorities and timeline. Let's connect.

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial...
06/05/2026

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and I’m here to help.

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and t...
06/04/2026

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your clients’ assets.

Address

Dallas, TX

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12144979719

Website

Alerts

Be the first to know and let us send you an email when Davi G. de Freitas posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Davi G. de Freitas:

Shortcuts

Share

Category