Jeff de Valdivia

CFP®, CFA

Fleurus Investment Advisory, LLC

Founder

Jeff de Valdivia

CFP®, CFA

Fleurus Investment Advisory, LLC

Founder

As a fee-only financial planner and financial advisor, my mission is to offer you unbiased and personalized financial advice to help you navigate life. - Jeff de Valdivia, CFP®, CFA

(203) 919-4980

Fee-Only financial advisor located in Fairfield, CT and serving clients locally (including NY and NJ) and across the country

Jeff de Valdivia is a Fairfield, CT fee-only financial planner. Fleurus Investment Advisory, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff de Valdivia is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Jeff is a native French speaker.

Jeff de Valdivia, CFA, CFP®, founded Fleurus Investment Advisory, LLC at the beginning of 2014 with the objective of transferring institutional investment management processes to the wealth management sector. He was a portfolio manager for the endowment of the University of Wisconsin from 2011 to 2013.

Prior to joining the University of Wisconsin Foundation in 2011, Jeff was Deputy CEO of Amundi IS, the US subsidiary of Amundi SA, a large European asset management firm and a joint venture of the Société Générale and Crédit Agricole Groups. While there, Mr. de Valdivia ran their New York based fund of hedge fund business from 2007 to 2010.

Earlier in his career, he held several positions of increasing responsibilities within the capital markets division of the Crédit Agricole Group in New York and Chicago over a period of close to twenty years.

In 2000, Mr. de Valdivia was awarded the Chartered Financial Analyst (CFA) designation. In December 2014, he was awarded the Certified Financial Planner (CFP®) designation. Mr. de Valdivia received an MBA in Finance and International Business from the University of Wisconsin. He is a native French speaker.

Jeff de Valdivia is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fleurus Investment Advisory, LLC is a fee-only independent Registered Investment Adviser (RIA) dedicated to helping organizations and individuals achieve their long–term financial goals. We offer financial planning and money management services to individuals and organizations. Providing you with the best investment advice and guidance on how to achieve your long-term financial goals is what drives us.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Business Owners and Executives
  • Retirees and Near Retirees
  • US/French Households
  • Not-For-Profits
  • Sudden Money Situations

Working Together

  • Complimentary Initial Consultation
  • Understanding You Beyond Finance
  • Assessing Your Needs and Objectives
  • Estimating Your Risk Tolerance Profile
  • Putting Together Your All-Weather Portfolio

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeff de Valdivia is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CFA - Chartered Financial Analyst
    Jeff de Valdivia is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • Certified Financial Planner (CFP)
    Jeff de Valdivia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jeff de Valdivia

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Office Locations:

  • 779 High St
    Fairfield, CT 06824

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