Jeff de Valdivia (CFA, CFP)
Jeff de Valdivia focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Investment and retirement analysis are two areas of the financial planning process where Fleurus has developed a particular expertise.
Additional Information
Jeff de Valdivia founded Fleurus Investment Advisory, LLC. in 2014 after a twenty five year career in the banking and investment management industry.
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 swims and bikes to stay in shape. He is an avid listener of classical music, a long time soccer fan and a history buff. He is married and has two adult children.
NAPFA Start Date
September 18, 2017