Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.
Eunicia Peret/Excelstra
Eunicia Peret is the Managing Partner and Founder of Excelstra, a wealth strategy consulting firm that provides high net worth and high-income clients solutions to elevate their wealth efforts to significantly higher standards. Their quarterbacking approach ensures that the client’s financial team is collaborating to deliver significant savings and bottom-line increases.
She is one of the country’s top financial consultants, mentors and speakers, and brings in-depth management consulting expertise and over 15 years of working with world renowned financial services organizations such as Banks, FinTech, Venture Capital and Insurance companies. Those experiences uniquely position and qualify Eunicia and her team to add significant value to every client they serve.
Clients typically seek out Eunicia and the Excelstra team because they carry the pain of paying too much in taxes. They know that there are potentially better opportunities to optimize wealth accumulation. And lastly, they are typically worried because they don’t have a well-defined exit plan to strategically position them for the future.
Celebrating Powerhouse Women is presented by
Hosted by Amanda Pearch
