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Eustache Clerveaux, CFP®, CPWA®, EA, CBDA

NYC-based Certified Financial Planner®& Private Wealth Advisor partnering with high-growth professionals to simplify Finances, Investments &Taxes for lasting financial freedom

As Seen In the news

5 reasons why a Roth IRA is a 'no-brainer' for 'anyone in their 20s

The Most Important Investments for Clients in Their 20s

The No. 1 New Year's resolution isn't losing weight or exercising - it's this financial goal

Financial advisors find fulfillment in pro bono planning work

Designations and Certifications

Certified Financial Planner® Professional

IRS Enrolled Agent

Certified Private Wealth Advisor®

Certified in Blockchain and Digital Assets

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