Luís Fernando Gomes Diniz
@lusfernandogomesdini
Junior AI & Automation Analyst building SPFP, a financial planning platform with RAG, vector search, and deterministic calculations.
BrazilWhat I'm looking for
I conceived and developed SPFP, a personal financial planning platform shaped by my experience in financial advisory. It includes modules for transactions, accounts, budgets, goals, and reporting, with PDF and CSV exports.
For SPFP, I integrated model APIs, embeddings, and vector-based knowledge retrieval through Supabase Edge Functions. I kept AI-generated responses separate from deterministic financial calculations and implemented transaction confirmation workflows and validation and idempotency tests.
I also conceived and developed Cockpit Multiterminal, a desktop application for organizing terminals and AI agent sessions. My project work uses TypeScript, React, and tools including Supabase, PostgreSQL, and Electron; I'm now transitioning into a technology role.
Experience
Work history, roles, and key accomplishments
Financial Planner
Grão Investimentos
Apr 2025 - Jun 2026 (1 year 2 months)
Assessed client needs, analyzed financial positions, and prepared financial plans. Organized client requests and followed up on investment strategies based on financial data and individual objectives.
Financial Consultant, Client Relationship Management
W1 Consultoria
Jun 2024 - Apr 2025 (10 months)
Managed and developed existing client relationships, prepared personalized financial plans, and identified client needs and opportunities.
Financial Planner
Self-employed
Feb 2021 - Jan 2024 (2 years 11 months)
Managed the advisory process from prospecting and needs assessment to financial planning, presenting solutions and providing ongoing client support.
Financial Advisor
IBBRA Full Family Office
Jun 2020 - Dec 2020 (6 months)
Supported client service and financial and investment analysis, organizing information to inform decisions.
Financial Services Intern
INVESTIU / XP Investimentos
Feb 2019 - Jun 2019 (4 months)
Supported operations and client service activities related to financial markets and investments.
Education
Degrees, certifications, and relevant coursework
Alura
Learning Path, Software Engineering
Completed a Software Engineering learning path with 86 hours of coursework in July 2026.
Professional Certificate, Artificial Intelligence
Completed the Google AI Professional Certificate, consisting of 8 courses, in October 2026.
Alura
Course, Artificial Intelligence
Completed RAG Architectures with LangChain and Advanced RAG Techniques, consisting of 2 courses and 18 hours, in October 2026.
Alura
Learning Path, Artificial Intelligence
Completed an AI Agents on AWS with Amazon Bedrock learning path with 18 hours of coursework in September 2026.
Academia Lendár[IA]
Course, Artificial Intelligence
Completed the Cohort AIOX Fundamentals T5 with 36 hours of coursework in May 2026.
Alura
Course, Automation
Completed Process Automation with n8n, consisting of 3 courses and 24 hours, in October 2026.
Alura
Course, Artificial Intelligence
Completed LangGraph and CrewAI, consisting of 2 courses and 18 hours, in October 2026.
Anthropic
Course, Artificial Intelligence
Completed courses including Claude Code 101, Claude Code in Action, Introduction to Model Context Protocol, and Introduction to Agent Skills in 2026.
FALBE/FAPE
Bachelor's Degree, Physical Education
Bachelor's degree in Physical Education from FALBE/FAPE, completed in 2018.
Availability
Location
BrazilAuthorized to work in
Portfolio
spfp.vercel.appSalary expectations
Job categories
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