Uniquely Qualified, Award -Winning Financial Planning

Heracles Wealth Management is uniquely positioned to unlock investment opportunities in the United States. 

 

With financial planning qualifications in both France and the US, our team can help you put your capital to work and create long term value.

BENOIT PIERRET

CEO & Founder

Heracles is led by Mr. Benoit Pierret, an accomplished Certified Financial Planner, Elite Wealth Advisor, and Real Estate Transaction Manager with 14 years of experience. 

 

Benoit is an active Certified Financial Planner (CFP® from France) and an award-winning professional with proven expertise in investment solutions, wealth strategies, and portfolio optimization.

Professional Experience

2023 – Present : Heracles Wealth Management LLC, Owner & CEO (FL, USA)

 

2011 – 2021 : Allianz Expertise et Conseil, Elite Wealth Management Advisor (France)

  • National Challenge Winner every year from 2015 to 2020
  • Winner of Allianz Top Elite Award every year from 2015 to 2019

2009 – 2011 : Home Sud, Real Estate Transaction Manager (France) 

 

2009 : Club Mediterranee, Store Manager (France & Italy)

 

2007 – 2008 : Walt Disney World, Assistant to the Store Manager (FL, USA)

 

2006 – 2007: ACI Outremer Financement, Wealth Management Advisor (French West Indies)

Education & Credentials

[Holds the U.S. equivalent of a Master's Degree in Finance and Investment Management]

 

2023 : Life and Health Insurance licenses in 44 states in USA and the District of Columbia

 

2023 :  State of Florida - Real Estate Sales Associate license

 

2023 :  Texas A&M University - Financial Planning Capstone

 

2018 :  SKEMA Business School - Specialized Master's badge in International Wealth Management

 

2014 :  CGPC France - Certified Financial Planner CFP® - Wealth Management Advisor Certification

 

2006 :  EDHEC Business School - BBA EDHEC - Bachelor’s Degree Diploma, Stock Market & Marketing option

 

2004 :  University of Nice Côte d'Azur - DUT Marketing Techniques Diploma

 

Memberships

  • CGPC France - Wealth Management Advisors Association
  • National Association of Realtors
  • Florida Association of Realtors
  • Orlando Regional Realtor Association

Specialist Bookkeeping Agent

We at Heracles are proud to work with Jenny van Wyk of VW Business Consulting as our bookkeeping agent. Jenny brings years of experience in business services and, together with the VW team, offers a  range of valuable specialist functions to all Heracles clients.
 

Contact us

To find out more about how we can help you, 

please contact us.

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