Raoul Celerier,  Mba, Cfp®, Cep®, Crpc®

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® Email and Phone Number

Co-Managing Partner at Austin Private Wealth, a Registered Investment Advisory Firm @ Austin Private Wealth
austin, texas, united states
Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s Location
Austin, Texas, United States, United States
Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s Contact Details

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® work email

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® personal email

n/a
About Raoul Celerier, Mba, Cfp®, Cep®, Crpc®

At Austin Private Wealth we are relationship-driven fiduciaries who sit on the same side of the table as our clients. We are an independent fee only Registered Investment Advisory (RIA) Firm where we take the time to truly understand our clients’ priorities and goals, providing professional insights and a global perspective on the things that are important to them. For more than 15 years, I have been working with busy, hard-working professionals and retirees who value sound financial planning to help them manage multiple goals and handle complex financial situations. My areas of focus are:• Executive Compensation and Benefit Review• Tax Reduction Strategies• Retirement Planning & Small Business Exit Strategies• Estate Planning & Trust administration• Domestic Partner Planning• Real Estate Analysis

Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s Current Company Details
Austin Private Wealth

Austin Private Wealth

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Co-Managing Partner at Austin Private Wealth, a Registered Investment Advisory Firm
austin, texas, united states
Employees:
12
Raoul Celerier, Mba, Cfp®, Cep®, Crpc® Work Experience Details
  • Austin Private Wealth
    Co-Managing Partner
    Austin Private Wealth Jul 2019 - Present
    Austin, Texas Area
    Austin Private Wealth is an independent, fee-only registered investment advisory firm, focused on helping our clients prepare for a life of personal and financial growth. It’s our nature to build deep, trusting relationships. We take the time to truly understand your priorities and goals, providing professional insights and a global perspective on the things that matter most to you. As an SEC Registered Investment Advisor, we are legally bound to act as your fiduciary, but it is important to note that our personal character and professional ethics drive us more than our legal mandates do. Being fee-only means that our compensation comes solely from our clients – no commissions or third-party compensation, ever. The diversity of our team and our practice allows us to clearly assess and address issues you may not have even thought of or been able to see. We offer truly personalized advice drawing on the experience of our different team members. We are global citizens and life-long learners and embrace the journey together with our clients - through everything life brings. This belief is truly part of the Austin spirit and it is why we are proud to be Austin Private Wealth.Learn more at www.AustinPrivateWealth.com
  • Ameriprise Financial Services, Inc.
    Private Wealth Advisor & Managing Director, Cfp®, Mba, Cep®, Crpc®
    Ameriprise Financial Services, Inc. 2004 - Jul 2019
  • Austin Organix
    Owner
    Austin Organix 2003 - 2004
    Austin, Tx
  • Schwarzkopf (Henkel)
    Director Marketing/Sales - Country Manager
    Schwarzkopf (Henkel) 1994 - 2002
    Los Angeles, Ca
  • Perfumay
    Mgr - Business Dev
    Perfumay 1992 - 1994
    Los Angeles, Ca
  • French Embassy
    Assistant Trade Commissioner
    French Embassy 1991 - 1992
    Los Angeles, Ca

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® Skills

Financial Planning Wealth Management Investment Management Financial Analysis Estate Planning Financial Services Investment Strategies Investments Investment Advisory Alternative Investments Asset Management Asset Allocation Portfolio Management Financial Advisory Retirement Planning Trusts Chartered Retirement Planning Counselor Management Leadership Customer Service Wealth Management Services Wealth Preservation Planning Wealth Accumulation Independent Financial Advice Retirement Plan Consulting Retirement Income Strategies Certified Financial Planner Rias Fiduciary Fiduciary Services Cep Estate Tax Planning Estate Preservation Trust Services Trust Management Crpc Retirement Savings Cfp Registered Investment Advisor Fee Only Financial Advisor Certified Estate Planner Charitable Gift Planning Personal Financial Planning Holistic Financial Planning Tax Planning Domestic Partner Planning Executive Compensation Planning Small Business Exit Strategies Real Estate Analysis Tax Reduction

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® Education Details

  • International University Of America - San Francisco / California State Hayward
    International University Of America - San Francisco / California State Hayward
    Marketing, International Business
  • European University Of America
    European University Of America
    Marketing /International Business

Frequently Asked Questions about Raoul Celerier, Mba, Cfp®, Cep®, Crpc®

What company does Raoul Celerier, Mba, Cfp®, Cep®, Crpc® work for?

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® works for Austin Private Wealth

What is Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s role at the current company?

Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s current role is Co-Managing Partner at Austin Private Wealth, a Registered Investment Advisory Firm.

What is Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s email address?

Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s email address is ra****@****.org.au

What schools did Raoul Celerier, Mba, Cfp®, Cep®, Crpc® attend?

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® attended International University Of America - San Francisco / California State Hayward, European University Of America.

What skills is Raoul Celerier, Mba, Cfp®, Cep®, Crpc® known for?

Raoul Celerier, Mba, Cfp®, Cep®, Crpc® has skills like Financial Planning, Wealth Management, Investment Management, Financial Analysis, Estate Planning, Financial Services, Investment Strategies, Investments, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation.

Who are Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s colleagues?

Raoul Celerier, Mba, Cfp®, Cep®, Crpc®'s colleagues are Sadie Hardt, Wanda Wright, Melissa Clark, Ryan M., Taynia Vakapuna, Cfp®, Joshua Dvorak, Cfp®, Kaelyn Wester Dovalina.

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