About Jonathan
Jonathan Brito
International Director
Call: + 1 844.672.7623
Jonathan Brito - My Story
Jonathan DeBrito is an international wealth advisor. Mr. DeBrito’s focus is on personal financial planning for wealth preservation strategies, and retirement income strategies.
He works with clients based in Brazil as well as U.S. ex-pats living overseas.
Mr. DeBrito received his B.B.A. in Business Administration in 2012 from FACAMP (Faculdades de Campinas) located in Campinas, Brazil. Mr. De Brito has prior experience as an investment consultant at GIC (Global Investment Consultants) since 2016 and at GIC (Global Investment Consultants – GIC Brazil) from 2013 – 2016.
Jonathan lives in the state of São Paulo, Brazil.
Areas of Expertise
- Financial Planning
- Wealth Management
- Retirement income strategies
- Protection Planning
- Tax Planning
Schedule a meeting with Jonathan
The calendar is available for current and prospective clients only
What to expect from an initial conversation with Jonathan
Bring your questions. Do you have any financial blindspots?
By definition, a blind spot is an area where a person’s view is obstructed. We help you identify financial blind spots in your personal economy.
Examples of financial blind spots:
– Taking too much or too little risk with your investment portfolio
– Lacking a proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Having inadequate insurance protection for home and life coverages
– Missing a game plan for your finances if you get too sick or too injured to work
– Lacking adequate protection for your loved ones in case of a premature death
Find Opportunities
We focus on finding opportunities for you to improve your chances of reaching your financial goals.
Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to distribute your wealth to your heirs properly
Partner for growth
MRA Advisory offers flexible services for all life stages.
As an MRA Advisory Client, you can expect:
– Our primary values are Integrity, Commitment and Excellence
– Our firm’s objectives to Simplify Your Financial Life, Instill Confidence with a Plan and Pursue Growth
– Full and fair disclosure regarding products and services
– Strict confidentiality pertaining to sensitive data and conversations
– Calls/emails/texts returned within less than 8 business hours
– Coordination in making and holding agreed upon appointments under your service schedule