Kate Holmes
- Feb 25
- 2 min read

IA 002: Brazil with Ana Cláudia Utumi, PhD, CFP®, TEP®

IA 002: Brazil With Ana Cláudia Utumi, PhD, CFP®, TEP®

Ana Cláudia Utumi of Utumi Advogados in Brazil discusses the global tax environment, transitioning from a large firm to her own boutique practice and how low interest rates have paved the way for innovative companies in Latin America.

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Episode Notes

You'll Learn

Ana Claudia’s professional journey and her involvement in bringing CFP certification to Brazil in the early 2000’s

Why private banks committed to have 75% of their client-facing bankers hold CFP certification

About the largest Fintech startup in Latin America that’s changing the way Brazilians bank

How Brazil’s largest brokerage, inspired by Charles Schwab, is leveraging technology and independent advisers

The value that CFP certification brings to being a tax advisor

When it’s time to make the leap from a big firm to your own boutique practice

The work being done to create global consistencies in tax matters and the current level of global collaboration among tax authorities

How to build a global network of tax advisors for collaborating on cross-border clients

Guest Bio

Ana Cláudia Utumi, PhD, CFP®, TEP® has 28 years of experience in tax advisory, is amember of the NYU International Tax Program Practice Council and is aProfessor of International Tax in different post-graduate courses. Shewas part of the group that brought CFP certification to Brazil back in 2003 and is a member of the board of Financial Planning Standards Board Ltd. She holds a Ph.D in Financial and Economic Law (University of Sao Paulo), Master in Tax Law (Catholic University of Sao Paulo) and MBA in Finance (Insper University Sao Paulo).