Bill Austin, MSFP, CFP®, BFA™
Wealth Planner
“When I decided to become a financial advisor, I committed myself to a high level of professional development. I feel, if a client chooses to entrust me with their money, I owe it to them to be professionally prepared. My mission is to empower our clients to achieve their goals by obtaining clarity and control in their financial lives.”
Bill Austin, MSFP, CFP®, BFA™ has been a resident of the Tahoe area since 1984 and in the financial planning industry since 2000. He and his wife Diane have a son, Drew, who is a General Engineering major at Cal Poly, and a daughter, Chelsea, who graduated from Cal Poly with a major in Business focusing on marketing and minor in Psychology. In his free time Bill enjoys alpine and nordic skiing, mountain biking, golf, disc golf and hiking.
Bill’s community involvements include Tahoe Truckee Community Foundation board member, which includes currently serving as Chair on the investment committee and liaison to the Mt. Housing Council. Prior involvements include: Excellence in Education Foundation board member and past president of the from 2009 to 2022, the Truckee River Watershed Council’s Sustainable Funding Team from 2017 to 2019 and Tahoe Women’s Services/Tahoe SAFE Alliance Finance Committee from 2001 to 2016.
Education and Qualifications:
- Master of Science degree in Personal Financial Planning
- Certified Financial Planner Professional™ (CFP®) credential
- Behavioral Financial Advisor (BFA™)
- 22 years of industry experience
Ethics:
- Advisors with the (CFP®) credential meet rigorous education and experience requirements, and they are held to the highest ethical and professional standards in the industry
- I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
- A ‘financial advisor’ without the CFP® mark is generally held to a lesser ‘suitability’ standard, which means they don’t necessarily have to put their clients’ interest ahead of their own.
- I agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
John C. Manocchio, CFP®, CRPC®
Weatlh Planner
"When I decided to become a financial advisor, I committed myself to earning the CERTIFIED FINANCIAL PLANNER™ certification. I believe that I owe my clients the highest level of education and preparation. Anyone can call themselves a financial advisor, but only those who have met the CFP Board's high standards for certification can call themselves a CFP® Professional. This means I always act as fiduciary putting client's interests first at all times."
John graduated from Cal Poly San Luis Obispo with a degree in Mechanical Engineering and moved to the Truckee Tahoe region in 1996. After 15 years in the manufacturing industry, John became a financial advisor in 2011 and then earned his CERTIFIED FINANCIAL PLANNER™ certification. That engineering experience is now being used to develop solutions and help clients pursue their financial goals. John believes that financial planning is less about how much money you have and more about making educated decisions with the money that you do have.
John and his wife Sarah met in Tahoe and were married in 2006. Sarah is an engineer for a local public agency. John and Sarah are raising two young boys Lucas and Zachary in Truckee. Also a member of the family is a little rescue named Lucy.
When not at work or in school, the family can be found at Alpine Meadows or enjoying the many other outdoor activities the region has to offer.
John is very active in his community. He is a past board chair for Sierra Senior Services, the local Meals on Wheels program, he also is past board chair and current board member of the Truckee Chamber of Commerce, he is also a board member of CATT Community Project, the charitable arm of the local building contractors association. Having two young boys, John is also active with the Truckee Tribe Lacrosse Club, where he coaches is youngest son Zachary and a member of the Truckee Optimist Club, a service club focused on supporting the youth of Truckee.
Education and Qualifications:
- Bachelor of Science degree in Mechanical Engineering, Cal Poly San Luis Obispo
- Certified Financial Planner Professional™ (CFP®) credential, College for Financial Planning
- Chartered Retirement Planning Counselor (CRPC®), College for Finanical Planning
- 12 years of industry experience
Ethics:
- Advisors with the (CFP®) credential meet rigorous education and experience requirements, and they are held to the highest ethical and professional standards in the industry
- I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
- A ‘financial advisor’ without the CFP® mark is generally held to a lesser ‘suitability’ standard, which means they don’t necessarily have to put their clients’ interest ahead of their own.
- I agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
John N. Manocchio, CFP®
Wealth Planner
Education and Qualifications:
- Bachelor of Science degree in Electrical Engineering
- Certified Financial Planner Professional™ (CFP®) credential
- 27 years of industry experience
Ethics:
- Advisors with the (CFP®) credential meet rigorous education and experience requirements, and they are held to the highest ethical and professional standards in the industry
- I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
- A ‘financial advisor’ without the CFP® mark is generally held to a lesser ‘suitability’ standard, which means they don’t necessarily have to put their clients’ interest ahead of their own.
- I agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Veronica Avila
Client Relationship Manager
Veronica Avila, our client service manager, joined Pacific Crest Wealth Planning in 2018. Veronica is a California notary public. She is bilingual (Spanish/English), offering exemplary service to both English- and Spanish-speaking clients. She has over a decade’s worth of experience in both client service and vendor relationship management. Veronica has a reputation for her dedication and attention to detail. Veronica is also a true “Truckee Native.” Her family moved to Truckee in 1972, and both Veronica and her daughter were born and raised in Truckee. Her daughter, Alyssa, is 21 years old. They enjoy listening to music and going to concerts together and love spending time on Donner Lake during the summer.