Raoul Celerier, CFP®, MBA, CEP®, CRPC®
Raoul has been a financial advisor for more than 15 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 2019 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.
Areas of Focus
- Executive Compensation and Benefit Review
- Tax Reduction Strategies
- Retirement Planning & Small Business Exit Strategies
- Estate Planning & Trust administration
- Domestic Partner Planning
- Real Estate Analysis
If you’d like to learn more about how being a part of the Austin Private Wealth team will gor you forward, contact Raoul today.