Lidiane Petry Roman
5.0 (5 reviews)
About Lidiane Petry Roman

I have a passion for financial planning and enjoy helping people achieve their goals by improving their financial literacy and security.
As a licensed Life and Health Insurance Agent since 2022, I provide comprehensive solutions to protect and organize my clients’ financial futures.
With over 10 years of experience in IT and expertise as a Project Manager Specialist, I bring a unique blend of technical and strategic skills to deliver well-rounded financial guidance.
Tenho paixão por planejamento financeiro e gosto de ajudar pessoas a alcançarem seus objetivos, promovendo educação financeira e segurança patrimonial.
Sou consultora financeira licenciada de seguros de vida desde 2022, oferecendo soluções completas para proteger e organizar o futuro financeiro dos meus clientes.
Com mais de 10 anos de experiência na área de TI e atuação como especialista em gerenciamento de projetos, combino habilidades técnicas e estratégicas para oferecer uma consultoria financeira completa e personalizada.

Overall Rating
5.0 out of 5.0
Experience 5.0
Quality 5.0
Value 5.0
Recommended 5.0

Reviews (5)

  • Dorottya S. Loubani
    08/08/2025 on Smartly Financial Services

    I’ve worked with Smartly Financial Services a couple times and was very pleased with the results. Lidiane shown so much knowledge, professionalism and patient with all my needs.
    Highly recommend this service.

    Helpful Review 1
  • Cris Viana
    08/06/2025 on Smartly Financial Services

    Oi, Lidiane!
    Quero te agradecer de coração por ter despertado em mim algo tão importante: o hábito de economizar. Foi graças às suas orientações e à maneira como você fala sobre investimentos que eu tomei a decisão de começar...
    Tenho me esforçado bastante, mesmo com os desafios do dia a dia, porque entendi que isso é um presente que estou dando para o meu futuro.
    Você plantou essa semente e eu sou muito grata por isso. Que Deus continue te abençoando nesse trabalho tão necessário e transformador!

    Com carinho
    Cristiane

    Helpful Review 1
  • MARCIO MATTOS
    08/06/2025 on Smartly Financial Services

    My experience with Smartly was very interesting and of high quality.
    I had a complex situation where I needed to model a financial plan for a client and wanted to seek a second opinion. I was assisted by competent professionals who supported me greatly throughout the planning process. As a result, I was able to serve my client and exceed their expectations. I was completely satisfied with the services Smartly provided me.

    Helpful Review
  • Solange Barroso
    07/08/2025 on Smartly Financial Services

    "I’m very happy with the service provided by this company. From the start, they were attentive, clear in their explanations, and offered options that met my needs for protection and future planning. I would recommend them to anyone looking for security and peace of mind."

    Helpful Review 2
  • Erika Ferreira Bernardino
    06/23/2025 on Smartly Financial Services

    Com Muita gratidão agradeço a Lidiane pelo super atendimento comigo e minhas apolices que consegui através do atendimento diferenciado e atencioso dela . Super indico aos familiares e amigos . Precisamos de mais pessoas assim comprometidas e guerreiras no que faz !
    Obrigada Lidiane 🥰.

    Helpful Review 2

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