Bill Austin, MSFP, CFP®, BFA™
Wealth Planner
From Priscilla & Tom M...
"Bill Austin has been my husband's and my financial advisor for several years now and we have been extremely pleased with his service. We've always believed it best to invest consistently, as much as we can, and not worry about month-to-month market fluctuations. Bill has always encouraged this strategy and it has certainly paid off for us. We feel very confident in Bill's knowledge and advice. He is extremely data-driven and explains, in great detail, everything we need to know to make a sound financial plan for our future. We aren't at all experts in the
intricacies of investing, but Bill's graphs make the data very clear and interesting. I especially appreciate the historical perspective that Bill always offers. His enthusiasm for his field is very evident! My husband and I enjoy a great deal of peace of mind, knowing that our financial future is in such expert hands. We would highly recommend Bill Austin to anyone needing a Certified Financial Planner."
The statement was provided 1/14/2023 by Priscilla and Tom M, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“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 a 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 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.
- As a CFP® professional, I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
- 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.
William Austin is proud to have been recognized three times as a Founder’s Club advisor in years 2021, 2022, and most recently 2023—a distinction based on annual production that places him among the top advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
John C. Manocchio, CFP®, CRPC®
Weatlh Planner
From Marissa Castillo...
"John has exceptional financial knowledge and professional integrity. His clear concise verbal communication is immeasurable as my portfolio advisor. John's honest commitment shows as he aligns my financial portfolio goals to my needs. Thank you John for your attention to my goals and unfailing accuracy and decency for over the past 10 years."
The statement was provided 3/4/2023 by Marissa Castillo, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“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 the 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 is past board chair and current board member of the Truckee Chamber of Commerce, and he is 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 his youngest son, Zachary, and is 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 Financial 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.
- As a CFP® professional, I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
- 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.
- 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.