From Understanding People to Protecting Them
Kleber Soares is a psychology-trained independent broker based in West Palm Beach, Florida. Before entering financial services, he spent years working in clinical psychology — studying how people think, what drives their decisions, and why intelligent people consistently fail to protect what matters most to them.
That work gave him something most brokers don't have: a clinical understanding of the emotional barriers that keep families from acting on what they already know they need. Fear of complexity. Paralysis from too many options. The belief that it's something to deal with later.
The turning point came when he saw the pattern repeat too many times — people with good incomes, good intentions, and no plan for what happens when a health event stops the income. The mortgage doesn't pause. The bills don't pause. But the protection conversation that should have happened years ago? It never did.
That's the gap GoWise Wallet exists to close. Not just the financial gap between what people have and what they need — but the psychological gap between knowing and acting.
As an independent broker, Kleber is not captive to any one company. He compares options across 14+ A+ rated carriers to find the right fit for each client's age, health, income, and goals. No bias. No quota. Just the right policy for the right person.
His clients are Florida families, professionals, and business owners who want to understand their options — and who appreciate an advisor who takes the time to help them think, not just to sell.
