USAFRANCE FINANCIALS - Key Persons
Job Titles:
- Partner - Director of Advanced Planning
Job Titles:
- Partner - VP Business Development
Job Titles:
- Partner - Wealth Management Advisor
USAFrance is a financial planning firm created in 2010 by Cédric, specializing in the needs of the French community residing across the United States. USAFrance guides and helps about 400 families make the key-decisions affecting their financial future when it comes to managing their wealth, international estate planning and asset transfer, retirement, investments, as well as family protection.
Cédric focuses on providing excellence services to his clientele made of executives and business owners, manages clients and institutional relationships, spear-leads the nationwide development of the business branch of services, and manages the development of the Miami and larger Florida market while upholding his partnering and leadership role.
Job Titles:
- Advanced Case Specialist
- Advanced Case Specialist ( Planning Dept. )
Michael Elie, was born on the old continent, more precisely in France. Michael graduated from ESCI International Business School in Lyon III.
After living and working in the United States for over 11 years, Michael saw a lack of structure and guidance regarding benefits and retirement planning. He worked in the property and casualty insurance industry which introduced him to people who needed support structuring their personal goals. He joined the financial services industry in 2021 to help guide families and small businesses in protecting and planning their future. In 2022 Michael decided to join USAFrance Financials to help the french community in USA optimizing their finances.
Job Titles:
- Registered Representative, Financial Advisor
Job Titles:
- Advanced Case Specialist ( Planning Dept. )