
Felipe Aranha - Primerica- From Salary to Financial Freedom
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About this listen
Money shouldn't be a mystery, yet too many families navigate financial waters without a compass Felipe Aranha, a financial advisor with Primerica, is changing that narrative one family at a time.
After an 18-year corporate career in supply chain management, Felipe made a dramatic pivot when Primerica found him. What sealed the deal? Their refreshing mission to help everyday Americans—not just the wealthy—achieve financial independence. "Primerica helps clients get out of debt," Felipe explains, contrasting this with most financial institutions that profit from keeping people indebted. This mission to serve "Main Street families" resonated deeply with his desire to make a meaningful impact.
Felipe specializes in working with married couples between 25-55 with children—families who are starting to feel the weight of retirement planning and financial security. His approach is refreshingly accessible: clients never pay directly for his services (he's compensated by financial companies when clients implement solutions), and investments start at just $50 monthly. The process begins with a Financial Needs Analysis where he collects information about your current situation and goals, then returns with customized recommendations spanning investments, insurance, debt reduction, and more.
What truly distinguishes Felipe is his "white glove" service philosophy. "I like to treat people the way I would like to be treated," he shares. This translates to thorough follow-up emails after every meeting, celebrations of financial milestones, and proactive communication when better opportunities arise. For clients intimidated by financial jargon, he translates complex options into "plain English," empowering informed decisions without requiring financial expertise.
Ready to transform your financial future with a guide who treats you like more than a number? Connect with Felipe on Instagram @Primerica_Felipe_A or call 803-795-2156 to schedule your complimentary consultation. Your future self will thank you for taking this first step toward financial confidence.
Primerica - Felipe Aranha
Instagram @PrimericaFelipeA
(803) 795-2156