Raoul Celerier
CFP®, CEP®, CRPC®, MBA
Austin Private Wealth
Co-Managing Partner
Raoul Celerier
CFP®, CEP®, CRPC®, MBA
Austin Private Wealth
Co-Managing Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Raoul Celerier, CFP®, CEP®, CRPC®, MBA
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Raoul Celerier is an Austin, TX fee-only financial planner. Austin Private Wealth provides comprehensive and objective financial planning, wealth management, and investment advice to help business owners, corporate executives and high-net worth individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Raoul Celerier is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Raoul Celerier has been a financial advisor for more than 18 years and, together with Dan Kraus, co-founded Austin Private Wealth in 2006. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Estate Planner® (National Institute of Certified Estate Planners) and a Chartered Retirement Planning Counselor® (College for Financial Planning.) Over the years he has been the recipient of numerous awards and was most recently named to the 2022 Forbes Best-in-State Wealth Advisors list.
His prior experience as a marketing executive and small business owner taught him the precious value of time and the importance of planning while working with busy professionals.
Born in France, Raoul received his BA in marketing from the European University of America in Paris followed by his MBA in marketing and international business from the International University of America//California State University Hayward. He completed the Financial Planning Certificate Program at the University of Texas at Austin.
His areas of focus are:
- Retirement Planning & Small Business Exit Strategies
- Real Estate Analysis
- Executive Compensation and Benefit Review
- Tax Reduction Strategies
- Estate Planning & Trust administration
- Domestic Partner Planning
Read more about what makes Raoul tick.
Raoul Celerier 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.
At Austin Private Wealth, we are defenders of your personal dreams. That may be unexpected for a wealth management firm – but our mission is to inspire you for a life of personal and financial growth. We strive to optimize your life, not simply maximize your investment returns. We read the small print and sweat the details so you don’t have to. You can be confident that the financial decisions we make as a team tie back to what’s most important to you and your family.
We are an independent fee-only financial advisory firm that sits on the same side of the table with you – not just some of the time but all of the time.
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. This type of truly authentic, personal financial advice is typically absent at a big box financial planning firm or remote service center, where customers are just another name and account number.
We serve as a sounding board for you. We strive to utilize our specialized guidance to provide personal support in all the seasons of your life.
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. This is yet another way to ensure that our advice is 100% focused on what is best for you. Our required legal mandate is detailed in Form ADV Part II.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Raoul Celerier 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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Raoul Celerier 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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Raoul Celerier is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Raoul Celerier is a Certified Estate Planner
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Raoul Celerier is Quoted on Yahoo Finance: "Austin Private Wealth Announces New Brand, Registered Investment Advisor Status"
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Raoul Celerier is on the Board of Directors for Marathon Kids
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Raoul Celerier is Quoted in InvestmentNews: "Texas hybrid managing $530 million goes RIA"
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Raoul Celerier is mentioned in International Adviser: "New business: Austin Private Wealth"
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Raoul Celerier is Quoted on FinancialAdvisorIQ: "Ameriprise Loses $530 Million Hybrid Wealth Shop"
Contact Raoul Celerier
Office Locations:
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3108 N Lamar Blvd
Suite B100
Austin, TX 78705 -
1756 Santa Fe St
Corpus Christi, TX 78404
