Eddy Jurgielewicz, CFP<sup>&reg;</sup> - Financial Advisor

Eddy Jurgielewicz, CFP®

Partner & Lead Financial Planner

Upbeat Wealth

2831 Saint Claude Ave
New Orleans, LA 70117-7224
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General

Eddy Jurgielewicz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Upbeat Wealth in New Orleans, LA and the surrounding communities.

Financial Advisor Overview

Eddy Jurgielewicz is a Partner & Lead Financial Planner at Upbeat Wealth, a fee-only planning firm that specializes in helping driven young families to purposefully navigate life’s milestones. Upbeat Wealth is based in New Orleans, LA and serves clients all over the country. Eddy currently lives in Los Angeles, CA with his fiance and their toy poodle. When he’s not working with clients, he’s typically out enjoying all that Southern California has to offer: surfing, hiking, running, camping, and testing all the amazing food.

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Financial Advisor Experience

Eddy has worked in financial services since 2016. Prior to that he taught high school for a handful of years and still brings the educator's mindset to each client relationship.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources