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Professional Profile

About

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Gilles Hudelot

Great structures require visionary design and exacting engineering—and your financial life deserves that same intentional blueprint.

With over three decades of experience in financial services, institutional retirement consulting, and tax strategy, I founded this practice on a simple conviction: rigorous technical expertise only succeeds when paired with authentic empathy.

Money concerns are rarely just about the numbers; they reflect your life’s work, your family’s security, and the legacy you are building.

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As an independent, fee-only fiduciary, I partner with architects, designers, structural engineers, and AEC leaders across every stage of professional practice. Whether you are launching your career, balancing firm demands with a growing family, preparing for principal equity and partner buy-in, or mapping a graceful transition into retirement, my role is to serve as your dedicated advocate—providing the objective clarity you need to lead your firm and build your future with confidence.

Degrees and Designations

Masters in Personal Financial Planning - MS-PFP - Texas Tech University

Graduate Certificate in Financial Health & Wellness - Texas Tech University

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CERTIFIED FINANCIAL PLANNER® - CFP® - CFP Board

Accredited Financial Counselor - AFC® - AFCPE® (Association for Financial Counseling and Planning Education®)

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Financial Health and Wellness Ambassador - Texas Tech University - School of Financial Planning

Chair - AFCPE® Government Relations Task Force 

Our Approach

We provide holistic fiduciary advice with clear, unbiased recommendations and transparent fees that are easy to understand.

Comprehensive Planning

Plan Oversight

We analyze your current situation and goals to create a strategy. This can be a one-time service or the start of an ongoing partnership.

The plan is just the start. We help you implement it and stay on track to reach your goals.

Asset Management

Project Consulting

We manage your investments for a set fee, providing professional oversight for those who prefer expert guidance.

For specific questions or second opinions, we offer hourly consulting focused on your immediate needs.

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