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.
About Lidiane Petry Roman
Overall Rating
Lidiane Petry Roman's Listings



Dorottya S. Loubani
08/08/2025 on Smartly Financial ServicesI’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.
Helpful Review 1Highly recommend this service.
Cris Viana
08/06/2025 on Smartly Financial ServicesOi, 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
Helpful Review 1Cristiane
MARCIO MATTOS
08/06/2025 on Smartly Financial ServicesMy experience with Smartly was very interesting and of high quality.
Helpful ReviewI 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.
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 2Erika Ferreira Bernardino
06/23/2025 on Smartly Financial ServicesCom 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 !
Helpful Review 2Obrigada Lidiane 🥰.