Anneliese J. D'Souza,  CFP<sup>&reg;</sup> - Financial Advisor

Anneliese J. D'Souza, CFP®

President

D'Souza Financial Strategies

120 W. Church St.
Frederick, MD 21701-9311
FINANCIAL ADVISOR'S WEBSITE
(301) 694-3436

General

Anneliese D'Souza is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at D'Souza Financial Strategies in Frederick, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Accountant, India, Chartered Management

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care

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