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Austin Weems, Financial Advisor

FINANCIAL ADVISOR
Austin Weems

CEPA®, WMCP®, CRPS™
23046 Avenida De La Carlota, Suite 150, Laguna Hills, CA 92653opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Retirement Income Strategies

About Austin

Investing is complicated. Even more so when you try to balance retirement, a new car, the kid's college education and that vacation you've been dreaming about... All in a tax efficient way.

Together, we will help you get organized, create a personalized long-term strategy and guide you on your journey, so you can accomplish your financial goals. We focus on tailored solutions to help you grow and protect your wealth by using tax minimization strategies, so you keep more of what you've earned.

I received my undergraduate in mechanical engineering from TCU and started working as an engineer and project manager...

Work History

  • Edward JonesNovember 2021 to Current
  • Parker HannifinSeptember 2016 to November 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Webster UniversityMaster of Business Admin
  • Webster UniversityMaster of Science

Personal Interests

  • Golfing
  • Football
  • Martial Arts
  • Fishing
  • Personal Fitness

Team Members

  • Shabnam Kavousi
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(949) 360-0784

Fax

(866) 444-3560

Office Address

23046 Avenida De La Carlota
Suite 150
Laguna Hills, CA 92653opens in a new window

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