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Eddy Jurgielewicz

Partner & Lead Financial Planner

AFFILIATIONS

Eddy has bounced between the 3 coasts through the years. After growing up in Charleston, SC, he ventured down to New Orleans, where he quickly fell in love with the city and stuck around for a decade. Then it was off to Los Angeles for 4-years before returning home to New Orleans.

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, daughter, and their pup.  

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