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Tobias Maag, CFP

Brazil

Tobias Maag CFP BrazilTobias Maag entered the banking and finance industry in 1986.  He held various positions at UBS in Zurich and represented Société Générale’s private banking interests in Brazil. Since 2002, Maag has offered independent consulting services to individuals, families and professionals, with a focus on international wealth management, financial planning, business development and coaching and mentoring.

He also is actively engaged in developing and promoting the profession of personal financial planning in Brazil and has served on boards and committees of Instituto Brasileiro de Certificação de Profissionais Financeiros (IBCPF) and FPA (US Financial Planning Asssociation). In addition to lecturing and teaching, he contributes articles to numerous publications. Maag, who has dual Swiss and Brazilian citizenship, lives in São Paulo.

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