First Gen 101

Building Wealth and Legacy with Eustache Clerveaux


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Miguel welcomes first-gen graduate Eustache Clerveaux to the First Gen 101 podcast to discuss his journey from Haiti to the U.S. Eustache describes working multiple jobs through school, completing an MBA in finance, and spending years trying to break into the industry before starting in life insurance sales and building credentials. Now a partner and private wealth advisor firm, he helps clients reach their financial goals. He emphasizes legacy as access and persistence as the key to progress.


00:00 Welcome and Guest Intro

00:27 Shared College Roots

00:55 Dreams Math to Law

04:17 Family Loss and Finance Shift

05:51 Working Through College

07:38 Student Debt Tradeoffs

09:55 Breaking Into Finance

12:32 MBA and Five Year Plan

15:08 Wealth Advisor Mission

16:37 Legacy and Behavior

18:35 First Gen Money Pitfalls

20:48 Top Worries and Retirement

22:37 Advice for New Grads

24:48 Spending Traps and Automating Savings

28:07 Connect and Final Takeaways

29:43 Biggest Achievement and Closing

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First Gen 101By Miguel E. Sanchez Robles