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Martin Casals Iglesias, CFP

Martin Casals Iglesias is in charge of investor education at Itaú-Unibanco in São Paulo, one of the world’s largest banks in terms of market value. He has more than 18 years’ experience in investments for individuals. A CFP certificant since 2003, Iglesias holds masters’ degrees in business administration and economy. His academic studies have focused on behavioral finance, and he teaches in the master in business economics program at Fundação Getulio Vargas (FGV).

Iglesias has written articles for Brazilian newspapers, been interviewed on television and for financial websites, and regularly delivers presentations on financial planning, investing and behavioral finance. In addition, he has two financial programs on YouTube and is responsible for a blog at Itaú. In his writing, Iglesias is known for integrating finance into other aspects of life, such as literature, painting, music and history. His most recently published book is Investments: A Book of Secrets and Tips.


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