Raoul Celerier, CEP®

Austin Private Wealth
3108 N. Lamar Blvd., Ste. B100
Austin, TX 78705
(512) 886-4114
(512) 886-4102

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CEP® Date Awarded
September 1, 2012

Raoul Celerier, CEP®, CFP®, MBA, CRPC®
Co-Managing Partner - Austin Private Wealth

Raoul has been a financial advisor for more than 18 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 2022 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.

His areas of focus are:
  • Cross Border Planning
  • Tax Reduction Strategies
  • Retirement Planning & Small Business Exit Strategies
  • Estate Planning & Trust administration
  • Domestic Partner Planning

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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