High Earning First Generation
Being first comes with pride and pressure. Give every dollar a purpose, including room for personal dreams and the next generation.
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Eustache Clerveaux
Partner & Private Wealth Advisor | NYU Adjunct Professor | CFP Board Ambassador
CFP®, CPWA®, EA, CDFA®
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree
Stress-test your plan now. A market downturn in your first retirement years can matter more than average returns.
Also: Black Americans, Business Owners, Executives, GenX, Millennials & GenZ, Physicians & Healthcare, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My approach begins with understanding what success needs to make possible, for today, for retirement, and for the next generation. I partner with professionals, executives, business owners, and families, many of whom are the first in their families to build significant wealth. Our process begins with a conversation to determine whether we are a good fit. From there, we explore goals, values, family responsibilities, and the full financial picture. Together, we develop a coordinated plan that connects investments, tax planning, retirement, and legacy with the life that wealth is meant to support. As a CFP® professional and IRS Enrolled Agent, I evaluate financial decisions through both planning and tax perspectives. Drawing on my CPWA® and CDFA® training, I help clients address complex financial needs and navigate significant life changes. Clients receive clear counsel, prioritized next steps, and coordination with their attorneys and accountants. The goal is lasting financial confidence, greater freedom to decide what comes next, and a plan that evolves with the family.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.