Retirees or Seniors
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Jean Pierre Eugene
Financial Advisor
CFP®
Cetera Investors1715 N Westshore Blvd, Suite 260, Tampa, FL 33607
Broker Affiliation: Cetera Investment Services
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
Teachers & Educators
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
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
Everyone can pursue financial success; however, the road to getting there is different for everyone. I will help set you on the right road and be there with you as you reach your destination. No one strategy fits everyone, so every client gets the undivided attention they need—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Growing up in the Haitian community in Tampa, FL, I often saw friends and family struggle to find the help they needed to map out their financial future. I am confident that my understanding of personal finance, coupled with my training as a financial professional, will help people from all walks of life better prepare for the future. With over 15 years in the industry, I've earned a reputation for teaching personal finance in an easy-to-understand way so people can grasp the concepts and use them to pursue their financial objectives. I am committed to helping people create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I'll develop a program that balances investment strategies with principal preservation. Today's economic environment brings challenges. But challenges also bring opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and reap those rewards.
Disclosures
Cetera Investors is a marketing name for Cetera Investment Services LLC. Cetera is under separate ownership from any other named entity. Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Office Number: 813-288-9707
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.