Eddy Jurgielewicz, CFP®
Actionable Financial Guidance for Ambitious Young Families
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Serving Clients Nationwide
Actionable Financial Guidance for Ambitious Young Families
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Eddy Jurgielewicz, CFP®
Eddy Jurgielewicz has steadily worked his way from one coast to the other. After growing up in Charleston, SC, he spent 10 incredible years in New Orleans, LA right out of college, and now lives in sunny Los Angeles, CA.He studied Psychology at the University of South Carolina and spent the early part of his working career as a high school teacher, including a one-year stint teaching English in Spain. Though he eventually left the classroom, Eddy brings an educator’s mindset to the work he does with his clients today.
As a CERTIFIED FINANCIAL PLANNER™ professional, Eddy especially enjoys the ability to help clients make sense of their finances and structure their resources in a way that meaningfully supports an ideal life full of more “Yes!”. Eddy leans on his calm and level-headed demeanor to help guide clients, unafraid to throw in the occasional dad joke.
Eddy accumulated a little over 8 years of experience at a couple different firms before eventually joining Mike at Upbeat Wealth. Ultimately, the partnership was motivated by a deeply shared vision of simply doing their best work for great people – in a way that frees them to focus on quality over quantity and relationships over revenue.
When not working, Eddy loves to get outside with his wife and their pup, Stella. Living in Southern California means he’s likely to be found surfing, hiking, camping, or suffering through a CrossFit class. And the proximity to LAX means a travel adventure is always top of mind.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Los Angeles, CA, 90035
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory discovery meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Upbeat Wealth
At Upbeat Wealth, we share an enthusiasm for neighbors, friends, and colleagues doing great things together. It is our honor to serve those who are the bedrock of what makes our communities so special – our innovators, leaders, and go-getters who bring us together and push us forward.As teachers, mentors, and partners, we guide awareness and create financial confidence through advocacy and financial best practices. It is rare that a day goes by without being inspired by our community in New Orleans. Therefore, we feel a keen sense of responsibility as advocates for financial education and to help improve the lives of our neighbors.
As fee-only fiduciary financial planners, you can count on us to remain objective in our advice and always put your interests first. No sales, no commissions. Just thoughtful guidance and transparent pricing.
Education
University of South Carolina, Bachelor of Arts, Psychology; Minor in Spanish
Volunteer Experience
Son of a Saint (mentor)
Hobbies and Interests
- Camping
- Family
- Hiking
- Running
- Surfing
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Couples
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Newly Engaged / Newlywed
- Physicians
- Technology Professionals
- Young Families
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