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Eddy Jurgielewicz (CFP®)

Eddy Jurgielewicz focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Millennials
  • Novice Investors
  • Tax Planning

Planning Specialties

At Upbeat Wealth, we partner with driven young families as they navigate life’s key milestones – aligning resources with purpose. Some of the specific areas we specialize in include:

  • Organizing cash flow to optimize the impact your dollars are making
  • Analyzing equity compensation (ISOs, NSOs, RSUs, ESPP)
  • Commingling finances as a couple
  • Preparing for a major purchase, such as a home
  • Planning for your family, both children and aging parents
  • Navigating “sudden money” whether it be in the form of an inheritance, liquidity event, or major increase in income
  • Optimizing employee benefits

Additional Information

Out of college, I spent a handful of years teaching high school - in New Orleans for 3 years and Spain for 1. When I left the classroom, it was important to maintain the role of an educator in my next chapter which landed me in the financial advising space.

8 years and 2 firms later, I found my home at Upbeat Wealth where I've been fortunate enough to partner with Mike Turi. We share a strong commitment to a client-centered and in-depth planning process. And we simply love the work we get to do!

As partners in your planning journey, we aim to ensure you’re balancing today’s realities with tomorrow’s dreams.

Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.

I currently live in Los Angeles, CA with my fiance and our toy poodle. Outside of work, I enjoy all things outside and active: surfing, hiking, running, camping, breweries, and CrossFit.

NAPFA Start Date

September 10, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2831 St. Claude Ave New Orleans, LA 70117 Phone: 5043863856
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