About Kleber Soares — Go Wise Wallet Financial
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Our story

The psychology behind your financial peace.

Most financial advisors sell you a product. Kleber Soares starts with something different — a real conversation about your life, your fears, and what financial security actually means to your family.

Photo · Kleber Soares
© AnandaLeigh 2024
KS
Kleber Soares
Licensed Living Benefits Specialist
3,597+
Families Protected
$4.8M+
Living Benefits Paid Out
631
Licensed Agents
4.8
Client Satisfaction
Kleber's story

Financial stress and mental well-being are inseparable.

My journey into financial planning didn't start with numbers — it started with people. After earning a Bachelor's degree in Psychology from Mackenzie University, I spent years studying why people make the decisions they do, what drives fear, and what creates genuine confidence.

What I discovered changed everything: financial stress is one of the leading causes of anxiety, relationship breakdown, and diminished quality of life. The families who thrive aren't luckier — they simply have a plan.

That's what I bring to every client relationship at Go Wise Wallet. Not a product pitch. Not a generic policy. A real strategy, built around your real life — designed to protect what you've built and grow what's possible.

Today, I've helped over 3,500 families across Florida and the nation secure their financial future using living benefits strategies that most people never hear about from traditional advisors. The dream isn't the policy. The dream is peace of mind.

What most advisors miss

Traditional life insurance only pays when you die. Living benefits IUL pays when you need it most — during a critical illness, chronic condition, or unexpected disability. You access your own money while you're still alive.

Why psychology matters in finance

Fear, inertia, and overwhelm keep most families from acting until it's too late. Kleber's background in psychology means he knows how to cut through that noise and help you take clear, confident steps forward.

Our commitment to you

Protecting families isn't a transaction — it's a responsibility. We operate with full transparency, work with the nation's most trusted carriers, and remain committed to your financial health long after your policy is signed.

What we stand for

Three principles that guide everything we do.

01

People before products

We never lead with a policy. We start with your story — your goals, your fears, your family's needs. The right product follows naturally from truly understanding your life.

02

Radical transparency

No jargon. No fine print hidden in plain sight. We explain every option clearly, present what's best for you — not what's most profitable — and earn your trust by keeping it.

03

Generational thinking

A great financial plan doesn't just protect you today — it creates a legacy. We build strategies designed to last decades, not just until the next renewal.

Credentials & trust

Built on expertise. Backed by results.

Go Wise Wallet partners with the nation's most respected carriers and operates under the highest standards of licensing and compliance — so you always know you're working with someone who's accountable, qualified, and genuinely invested in your outcome.

Licensed Living Benefits Specialist · Florida & nationwide
Bachelor's in Psychology · Mackenzie University
Partnered with National Life Group, Ameritas, F&G Life, Pan-American Life
3,597+ families served · $4.8M+ in living benefits paid out
🏛️
National Life Group
Carrier partner
🛡️
Ameritas
Carrier partner
⚖️
F&G Life
Carrier partner
🌎
Pan-American Life
Carrier partner
📋
FL Licensed Specialist
Fully licensed & compliant
🎓
Psychology Degree
Mackenzie University

Ready to work with someone who actually listens?

30 minutes. No commitment. Just clarity.

Author

  • As a licensed agent, Kleber Soares integrates psychotherapy wisdom, marketing strategies, and financial acumen for individuals looking for innovative ways to protect their family's financial security beyond traditional.

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