Austin Allen, CFP®

Wealth Advisor

Austin is a CERTIFIED FINANCIAL PLANNER professional and is responsible for providing financial planning and investment advice to ultra-high net worth individuals and their families. Austin led the analyst team as Senior Financial Analyst for three years. After becoming a CFP practitioner, he was responsible for developing the firm’s Financial Planning department to provide additional service for our wealth management clients. Austin earned his Bachelor of Science in Finance from Brigham Young University. He lives in San Clemente, California, because he would rather commute to work than to the beach. His love for the ocean is fueled by his love for surfing, spear fishing, and diving. But if he's not in the water, he's most likely golfing.

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