Welcome

Anneliese D'Souza, a CERTIFIED FINANCIAL PLANNER ™ professional with 18 years of experience in the finance industry, is president and founder of D'Souza Financial Strategies in Frederick, Maryland.

D'Souza Financial Strategies is a financial planning, investment management and advisory firm that focuses on individuals, families, small- and mid- sized businesses, professional practices and nonprofit organisations.

Due to various state regulations and registration requirements, the information on this website is intended for use only by residents of the states where we are currently registered. If you are a resident of one of the states listed below please scroll down and select "I am a resident" or else select "I am not a resident".

Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Adviser to residents of: Maryland- -Virginia- -Washington D.C.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: Maryland- -Virginia- -Washington D.C.- - New Jersey.