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 advice to help you navigate the financial complexities of life. - Jeff de Valdivia, CFP®, CFA®
Fee-Only financial advisor located in Weston, CT and serving clients locally (including NY and NJ) and across the country, with a particular focus on the French speaking community.
Jeff de Valdivia is a Weston, 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
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Jeff de Valdivia is a NAPFA-Registered Financial AdvisorThe 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.
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Jeff de Valdivia is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Jeff de Valdivia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Jeff de Valdivia is Quoted in Financial Planning Magazine: "Advisors asking: Is now the time to buy high-yield bonds?"
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Jeff de Valdivia Conducts the "Emotionality & Investing Webinar" for the French American Chamber of Commerce
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Jeff de Valdivia is Quoted in the New York : "Why you should hire a financial planner, even if you're not rich"
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Fleurus Investment Advisory, LLC is an Accredited Business with the Better Business Bureau
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Jeff de Valdivia is Quoted on Investopedia: "6 Signs That You're Really Ready to Retire"
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Jeff de Valdivia is Quoted on FinancialAdvisorIQ: "Is it Time to Outsource Your Firm’s Investment Management Tasks?"
Contact Jeff de Valdivia
Office Locations:
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779 High St
Fairfield, CT 06824
